FavoriteMorgan Hawley asked in #Sales And MarketingJun 11, 2013, 11:16 AMHi how do I pull a list of accounts that haven't made a donation in 10 yearsWe are a nonprofit organization and we want to run a report or create a list of past donors that haven't made a donation in the last 10 years. Thanks!2 answersSortSort by DateSort by Most HelpfulSort by DateLoad more comments...Steve Molis (You Owe Me a Beer, Inc.)Jun 11, 2013, 11:41 AMYou can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.Add a commentWrite an answer...BoldItalicUnderlineStrikethroughBulleted ListNumbered ListAdd linkCode blockInsert imageAttach filesLink URLCancelSave0/9000Reply
Steve Molis (You Owe Me a Beer, Inc.)Jun 11, 2013, 11:41 AMYou can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.
