Filter on a constituent's cumulative giving. 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.
Click the Reports icon.
Click New Report.
Click Start from Scratch.
Click Constituents.
Add Filter
In the Include section, click Add Filter.
Search for and select Has Transactions.
Click Any Transactions, and select Specific Transactions.
Click Has any, then select The calculated.
Click Amount, and select Revenue Amount. This will total giving of revenue transactions: donations, pledge payments, and recurring donation payments.
Specify the amount range:
Where it says Zero, fill in the minimum amount. In this example, enter 500.
Where it says Infinity, fill in the maximum amount. If you do not have a maximum amount, you can leave this blank.
Click OK, then save your report.
(Optional) To add these constituents to a new or existing group, select Action > Add New Group or Add to Group. For more information about groups, see 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 that says Sum of Amount of All Transactions.
Click All Transactions, then select Specific Transactions.
Under Include, click Add Filter, then search for and select Date.
Click During, and select Between.
Enter the desired date range, for example, 1/1/2017 and 12/31/2017, then click OK.
Click OK again, then save your report.
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 where it says Constituent Filters, then select Household. The report will be filtered by combined giving of all members of a household. This does not affect constituents who are not in a household.