Hi all!
How do I pull a list of donors who contributed in FY15 AND FY16 without using SQL? I keep getting stragglers who donated to one fiscal year or the other, but I need people who donated in both years. Thanks in advance! :)
Hi, Jennifer:
Here’s what I’d do:
· Make a list for FY15.
· Make another list for FY16.
· Make a third list, and select
o “List” as the criteria
o “has” as the operator
o The FY2015 list as the value
· Add a second criteria of List immediately below the first one (not in the “OR” section) using the same criteria and operator as the first line, with the FY2016 list as the value.
A “gotcha”: You might want to make sure that all constituents on both lists gave more than $0 for each fiscal year. Sometimes gifts are entered in the wrong year and adjusted, leaving the patrons still able to be pulled for that year who have a gift value of $0.
Lucie