Option 1: Find anyone with the Donor Constituency:
You can use this option if you want to create a list of all constituents that have the Donor Constituency. 
  1. Navigate to Analysis, then click on Information library
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK
  4. In the left column, highlight Constituencies. From the middle column, drag Constituency to Include Records Where and set this to be equal to Donor.
    • Note: If you'd like to view the settings of how Altru applies the Donor Constituency to records in Altru, navigate to Constituents and select Constituencies. Under the Donor constituency criteria, you can Edit the Constituency criteria. Altru will count any revenue defined in your default Revenue Reporting Filter under Revenue > Reporting Filters as a donation in the system generated constituencies.
Here is an example of how the query might look:​
Donor Constituency


Option 2: Create a Donor List Smart Query 
This option will allow you to create a quick selection of donors who gave over a specific amount, to a certain designation and/or appeal. You can also choose to only return the top donors from this list as well. 
  1. Navigate to Analysis, then click on Information library
  2. Click Add a smart query 
  3. Select the smart query definition of Donor List and click OK
  4. (Optional) If you're looking to only find donors who gave to a specific designation search for the designation under Designation.
    • Note: You can only specify one designation here. If you need more than 1 designation, you can use Option 3. 
  5. (Optional) If you're looking for only donors who gave to a specific appeal, search for the appeal record under Appeal.
    • Note: You can only specify one appeal here. If you need more than 1 appeal, you can use Option 3. 
  6. (Optional) If you're looking for only donors who are in a specific selection, search for the selection here.
  7. Under Time period given, specify the date range you're looking for
  8. Under Total amount given, specify the threshold you'd like to see. 
  9. (Optional) You can also check the box to only return top donors as well.
    Donor List Smart Query
  10. When you click Results, you'll see the constituents name, address, city, state, zip and the total given. 
  11. On the Set Save Options Tab, name your query. If you're using this in a mailing, also make sure to check the box to create a selection. 

Option 3: Create an Ad-hoc Query with Custom Parameters:
You can use this option if you'd like to get more specific with revenue types, applications, designations, and dates when creating a list of donors. 
  1. Navigate to Analysis, then click on Information library
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents
  4. (Optional) If you're looking to only find donors within a certain date range: In the left column, select Revenue. In the middle column, drag Date into Include records where. Set this equal to your date range.
  5. (Optional) If you're looking to only find donors who made a gift over a certain amount: In the left column, select Revenue. From the middle, drag Amount into Include records where. Set this to be equal to the amount that you're looking for.
  6. To find everyone who made a donation: In the left column, expand Revenue and select Application Details. In the middle column, drag Application into Include records where. Set this to be equal to Donation. Note: If you'd like to get more specific with revenue, see our solution What query filters should I use to find contributed revenue? for field suggestions. 
  7. (Optional) If you'd only like to find donors who made a gift to a specific designation: In the left column, expand Revenue and select Application Details. From the middle column, drag Designation System Record ID to Include Records Where. Set this to be equal to or one of the designations that you're looking for.
  8. (Optional) If you would also like to include constituents whose spouses made gifts in this list, you can also add the same criteria from under the spouse node. Be sure to enclose the criteria for the constituent and the spouse in separate sets of parenthesis with an OR statement in between them (pictured below).
Here is an example of how this final query might look:
 ​Query for donors

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