How do I find people who have not made a donation since a particular date?

You may wish to search for all the people who have not made a donation since a particular date and add them to a group so that you can either manage or contact them easily. Let's see how to do this:

  1. Create a group that you want to add all these people to. (Click here for steps on how to create a group).
  2. Now to create the report, click Reports.
  3. Select People as the Report areas.
  4. Click Add finance criteria.
  5. Select the criteria No transactions.
  6. Choose the date options e.g. Set the date to later than and 1/1/2016.

  7. Click on the Select fields tab and select the fields you wish to view about the people.
  8. Click on the Generate results tab.
  9. Click Show to see the results on the screen.
  10. Click Choose group to add the results to an existing group.
  11. Select the group that you created and click Save.


All done.

Note: If you use the finance criteria 'Total Transactions' in step 5 then this enables you to get a list of people who have given once, or given more than 5 times or less than 2 for instance.