Objective: Create a custom export list of all donors who have given a single gift of $500 or more, including their names and total gift amounts.
1. Navigate: Go to Reports > Reporting Tools > Custom Reports.
2. Create: Click New +. Name it “High Value Donors”. Click Save.
3. Select Fields (Columns):
◦ Object: Entity. Field: Name. (Add to Display).
◦ Object: Transaction. Field: Date. (Add to Display).
◦ Object: Transaction. Field: Amount. (Add to Display).
4. Define Filter (Rows):
◦ Object: Transaction. Field: Amount. Condition: Is Greater Than or Equal To. Value: 500.00. Click Update.
◦ Object: Transaction. Field: Type. Condition: Is Equal To. Value: Cash Gift. Click Update.
5. Save & Generate: Click Save, then click the Excel icon to export the list.