Constituent List - with filterable gift amount beyond greatest, first, last

Often, our goal is to pull gift information based on certain filters such as gift amount, date range, etc. We can obtain this information through a gift list and it provides all of the gift information we desire, however, we also often need constitution contact information included in those lists. If we pull a constituent list (rather than gift list) with all of their contact info that can be exported, we can only see their greatest, first, and last gift – even if there is a gift amount filter included. We are continually trying to figure out how to get both constituent contact information and total gift amounts on one list.

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  • Mar 16 2022
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