How do I find people who have made a donation over a certain amount?
- 1 Minute to read
- Print
- DarkLight
How do I find people who have made a donation over a certain amount?
- 1 Minute to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
You may wish to search for all the people who have given a single donation of over a certain amount in a single transaction (regardless of any other donations they have made) so that you can either manage or contact them easily. Let's see how to do this:
- Select Reports.
- Within Report areas select People.
- Click Add finance criteria.
- Select the criteria Transaction (Finance amount) value.
- Choose the one of the amount options e.g. Set the amount to greater than and enter the amount $1000.
- Click on the Select fields tab and select the fields you wish to view about the people.
- Click on the Generate results tab.
- Click Show to see the results on the screen.
- If you want to export the results for processing in a spreadsheet, select the Excel spreadsheet Download button.
Adding the result contacts to a Group
If you wish to add the contacts included in the results, to an existing or new Group for further use (for example, as a destination for sending emails):
- Click Choose a group to add the results to a new or existing group:
- Use an existing group - select the dropdown list and select the desired group, or
- Create a new group - if you want to create a new group to add the results contacts to, select Create a new Group and enter a name for the group.
- Group Permissions - set the group permission to apply to all of the result contacts
- Select Save to finish.
Was this article helpful?