Question

Can you please tell me what the best business objects report would be for me to use to pull a list of donors to my Unit that live in the Ft. Myers region? I would also like to be able to select a minimum giving level and how recent of a donor they are? 

Answer

The best report to use is: MProfile- Donors by Minimum Giving with FY Range

To get the results you want, answer the following prompts:
Enter Minimum Recognition Amount: ## (For all donors, enter 1 or the minimum cumulative total they will need to have given in order to make the list)

Enter Starting Fiscal Year: #### (for last 5 years enter 2018)
Enter Ending Fiscal Year: #### (Leave blank to include giving through today or enter an ending fiscal year)

Select School or College: School of **** (Click on the name of your SCU in the selection list)

Select Primary Metro Area: Fort Myers-Cape Coral, FL (Use the selection list to find desired PMA)

Select Constituency Type or Types: (This is pre-selected to include the 4 types that include all individuals. If you want to include all donors, change response to blank).