Contribution Amount (with Both Joint) by Date Range¶
This Condition located on the Contributions category tab in Search Builder will allow you to select a date range and enter an Amount, using a Comparison.
Use this Condition if you want both husband and wife in the search results even if they give Jointly and even if one of the spouses has no contributions recorded in their name.
This condition will give you just that. The search results will contain both spouses and any individual givers. The amount specified in your condition, will look at the total for joint giving units.
The results will contain anyone who has given and meets the parameters for date range and amount, regardless of their Statement Option. However, for those with the Statement Option of Joint, it does return both spouses in the results.
If you like getting both spouses in the results, but you prefer to look back a number of days, we have a search that does that. By looking back a number of days, you could save the search looking back 7 days and run it weekly. Or set it for 30 days and run it monthly.
Another search returns both spouses, but it does not require an amount.
However, if you want the number of ‘giving units’, then you would want the results to include only one member of the family - the HOH.
We have another condition that will do just that.
You must have Finance role in order to get results using any Condition regarding contributions.