Hi Folks,
We are looking to create a report that can do the following:
1. Contacts that gave between July -September
AND
2. Contacts that gave a second Year End gift - so between November-December
They then want to import those contacts into a campaign.
A joined report can show me both of those opportunity lists, but it seems like a manual cross check, which is daunting. I also looked at doing a filter for contacts that gave between July-Sept, gave 2 gifts that year, and are not recurring donors. But there are still a bunch of outliers that just randomly gave an additional gift that year, not necessarily year end.
Any insights would be greatly appreciated!
PS. If your 2 "periods" are July - September and October - December
You could tweak my formula futher
IF(
AND(
MONTH( CloseDate ) >= 7 ,
MONTH( CloseDate ) <= 9
),
'1st Period',
IF(
AND(
MONTH( CloseDate ) >= 10 ,
MONTH( CloseDate ) <= 12
),
'2nd Period',
NULL ))
or even just this
IF(
MONTH( CloseDate ) >= 10,
'2nd Period',
IF(
MONTH( CloseDate ) >= 7 ,
'1st Period',
NULL ))
