The ‘Contribution Summaries’ section within Create a List provide a way to filter for household contributions for Lifetime, HPC, MRC and First Contributions. We often have a need to find household contributions within a time frame. There is a ‘Sum of Contributions’ for the ‘Contributions’ section, but this only looks at an individual. For example, if one household member donated $100 and another member donated $400 last year and we wanted a list of households that donated at least $500 last year, a list of all that donated last year would be needed to feed into a Contribution Report and then household totals created by manipulating an exported Excel file to get the answer.
Not only is this extra work, but the process prevents us from using an Automation to assign Activist Codes as well as using the information for a Targeted Email.
Has anyone run into this and found a simpler solution?
