Lapsed Donors
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Lapsed Donors

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Article summary

How do I find lapsed donors?

Here's how to find everyone who has contributed 1 or more transactions before 1st of January 2018 but has no transactions this year (2018) as an example (you can adjust the dates as you need):

  1. Select Reports from the Navigation Menu.

  2. Select the People as the Report area.

  3. On the Create Criteria tab/page click Add finance criteria.

  4. Add the following criteria:
    LapsedDonorsCriteria.png

  5. Select the fields that you want displayed in your results and generate your results.


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