To find donors who gave a cumulative amount in a year (or other timeframe), a series of queries are needed for each year (timeframe) to (1) a starting query that finds all the gift Journal Entries in that year (timeframe), (2) a query that uses (1) as the starting one to find those with a cumulative amount among those Journal Entries, and (3) a query to list the accounts of those in query (2).

(Note: This example shows how to address a specific query and report. For click-by-click instructions for the Query, please refer to How to Query on Donors by Cumulative Giving Amounts.)

In this example, we're going to develop one final query for donors who gave $250 or more cumulatively in either 2015 or 2016 or 2017.

First, we'll need to find donors who gave $250 cumulatively in each year of 2015, 2016, and 2017:

Create 3 queries to group each 2015 donations, 2016 donations, and 2017 donations:
  1. Query name is <year> donations
  2. Base / All constituents
  3. Return is Journal Entries
  4. Match each
  5. Criteria is:
    • Journal Entry date is range for the corresponding year (For 2015: 1/1/2015 - 12/31/2015; for 2016: 1/1/2016 - 12/31/2016; for 2017: 1/1/2017 - 12/31/2017)
    • Individual Transaction Received amount greater than or equal to .01 (Or use Pledged or Raised. Be sure it's the same in all of the queries.)
  6. You should have three queries named:
    • 2015 donations
    • 2016 donations
    • 2017 donations

Then create 3 queries to find donors among the Journal Entries giving $250 or more cumulatively in 2015, $250 or more cumulatively in 2016, and $250 or more cumulatively in 2017:
  1. Query name is <year> donors $250+ cum journal entries
  2. Base is the corresponding <year> donations query created above
  3. Return is Journal Entries
  4. Match each
  5. Criteria is
    • Cumulative Amounts > Cumulative Received greater than or equal to 250
  6. You should have three queries named
    • 2015 donors $250+ cum journal entries
    • 2016 donors $250+ cum journal entries
    • 2017 donors $250+ cum journal entries

And lastly, create 3 queries to output accounts of the <year> donors $250+ cum journal entries for each year 2015, 2016, and 2017
  1. Query name to <year> donors $1000+ cum donors
  2. Base is corresponding Query name is <year> donors $250+ cum journal entries created above
  3. Return type is Accounts
  4. No other criteria is needed
  5. You should have three queries named:
    • 2015 donors $250+ cum donors
    • 2016 donors $250+ cum donors
    • 2017 donors $250+ cum donors

Now to bring the 2015, 2016, and 2017 donors into one query, use compound queries:

Start a new compound query:
  1. Query name is 2015 and 2016 $250+ cum donors
  2. Return is Accounts
  3. Add 2015 donors $250+ cum donors and 2016 donors $250+ cum donors
  4. Resulting query is 2015 and 2016 $250+ cum donors

Start a second compound query
  1. Query name is 2015 and 2016 and 2017 $250+ cum donors
  2. Return is Accounts
  3. Add the 2015 and 2016 $250+ cum donors compound query from above with the remaining 2018 18 donors $250+ cum donors query
  4. Resulting query is 2015 and 2016 and 2017 $250+ cum donors
The resulting query of 2015 and 2016 and 2017 $250+ cum donors is the grouping of those who gave $250 or more cumulatively in 2015 or 2016 or 2017. This final query is "de-duped", meaning if someone gave more than $250+ in more than one of those years, they won't appear twice.