--- title: "How do I find people who have not made a donation since a particular date?" slug: "how-do-i-find-people-who-have-not-made-a-donation-since-a-particular-date" updated: 2026-05-11T02:49:02Z published: 2026-05-11T02:49:02Z canonical: "help.infoodle.com/how-do-i-find-people-who-have-not-made-a-donation-since-a-particular-date" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.infoodle.com/llms.txt > Use this file to discover all available pages before exploring further. # How do I find people who have not made a donation since a particular date? You can find all people who have not donated since a specific date, then add them to a group for follow-up, outreach campaigns, or relationship management. This is useful for identifying lapsed donors or targeting re-engagement efforts. ## Creating a Report 1. Select **Reports** from the main menu 2. Under **Report areas**, select **People** 3. Click **Add finance criteria** 4. Select **No transactions** 5. Set the **date** options: - Choose later than to find people with no donations after a specific date (e.g., January 1, 2023) - Or choose earlier than to find people with no donations before a specific date 6. Enter your **date** ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-LSLAF6P7.png) 7. Click **Select fields** and choose which contact **information** to display (name, email, phone, etc.) ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-SCQPL3XC.png) 8. Click **Generate results** ![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-KSTKJJHX.png) --- ## Viewing Your Results Your report will display a list of contacts who match your criteria (no donations since your chosen date). - To view on screen, click **Show**. - To download as Excel or CSV for your records, click **Export to Excel** or **Export to CSV** (see [Exporting a Report](/v1/docs/exporting-a-report)). --- ## Adding Results to a Group To add these contacts to a group for follow-up (for example, to send them an email or invite them to a giving campaign): 1. Click **Choose a group to add the results to** 2. Either: - Use an **existing** group — select the group from the dropdown - Create a **new** group — enter a name for a new group (e.g., "Lapsed Donors 2024") 3. Set the group **permission** to apply to all contacts 4. Click **Save** The contacts will be added to the group with the selected permission level. --- ## Alternative: Find by Total Transaction Count If you want to find people based on how many times they've given (rather than when they last gave), use the **Total Transactions** criteria instead: 1. Follow the steps above, but in step 4 select Total Transactions 2. Choose an option: - **Greater than** — find people who have given more than X times - **Less than** — find people who have given fewer than X times - **Equals** — find people who have given exactly X times 3. Enter the **number** (e.g., 1 for single-gift donors, 5 for regular donors) 4. Click **Generate results** --- ## Use Cases - **Re-engagement campaigns** — find donors who gave more than 2 years ago and send them a thank-you and update on your impact - **Lapsed donor outreach** — identify people who gave regularly but have stopped, and reach out personally - **Giving milestones** — find single-gift donors and invite them to become recurring supporters - **Stewardship** — create a group of donors by recency and manage relationships accordingly Related Articles [About Reports](/v1/docs/about-reports) [Exporting a Report](/v1/docs/exporting-a-report) [Printing a Report](/v1/docs/printing-a-report)