- Navigate to Analysis, then click on Information Library
- Click Add a smart query button
- Select source view of LYBUNT Constituents (revenue) and click OK
Customize your Smart Field Parameters:
- Define your date range for This Year
- Define your date range for Last Year
- If you want to use a selection to filter only on specific donors, for example those who gave to a specific designation, search for your constituent selection.
- Note: If you are looking for all donors who gave to a certain designation, like the Annual Fund, last year but not this year, follow the steps in How to report on LYBUNT donors for a specific designation.
- Click the Set save options tab
- Name your smart query and click Save