You can filter on a constituent's cumulative giving in Bloomerang CRM.
For example, you are looking for constituents who have given a total of $500 in revenue. It doesn't matter if the constituent gave one single gift of $500, or two gifts of $250, or five gifts of $100. As long as the constituent has given a total of $500, you would like to see them in the report. You can also use these reports to send letters and emails.
To do this, use the "The calculated" option under the Has Transactions filter.
To start this report:
Click Reports.
Click New Report.
Click the Constituent - Transaction Starter (Start from Scratch) report. This report focuses on constituent transaction information.
Click Start Report.
Add Filter
To add a filter to the report you created:
In your report, in the Include section, click Add Filter.
Search for and select Has Transactions.
From the Condition list, select The calculated.
From the Records list, select Specific Transactions.
From the Field list, select Revenue Amount. This will total giving of revenue transactions: donations, pledge payments, and recurring donation payments.
In the Min text box, enter the minimum amount. In this example, enter 500.
In the Max text box, enter the maximum amount. If you don't have a maximum amount, you can keep this blank.
Click Apply.
Click Save.
(Optional) To add these constituents to a new or existing group:
Click Actions.
Select Add New Group or Add to Group. For more information about groups, see About Groups.
To edit the filter, or add more transaction parameters, click the filter. For example, instead of just $500 lifetime revenue total, you want to see who has given $500 in total revenue for the year 2017.
Click the filter named Sum of Revenue Amount of All Transactions.
From the Records list, select Specific Transactions.
In the Include section of that filter, click Add Filter.
Search for and select Date.
From the Operator list, select Between.
Enter the Start and End dates.
Click Apply.
Click Apply again.
Click Save.
You can add more filters or edit this existing filter anytime. For example, if you want to look at cumulative giving to a specific fund, campaign, or appeal, click the existing filter and add these transaction filters.
Tip: To filter cumulative giving by household, click Constituent and select Household. The report will be filtered by combined giving of all members of a household. This doesn't affect constituents who aren't in a household.
