Which giving units have made contributions through Engage?

Submitted by Dean Phelps on Fri, 12/21/2018 - 13:48

To find giving units that make contributions through Engage, you need to use an advanced find on the Giving Unit Record.

On the Primary Record tab of the Advanced Find window, you might limit the search to active giving units by specifying Inactive = No.

Giving Unit Advanced Find Primary Record

Then on the Related Records tab, add a related record search for matching Giving Unit Contribution Records.

Giving Unit Related Record Search

Search for contribution records where the Source is equal to Engage, Engage (Guest), or both.

Giving Unit Related Record search criteria

The results of this search will return all giving units that have ever made a contribution using Engage.