How Do I Use Advanced Search to Locate Donors Over the Limit?

If you’d like to check your database for donors who are over the limit, you can use Advanced Search to find those donors.

What query will show me over the limit donors?

The specific rules would depend on your agency, but the following three-part search is typical.

Part 1: Limit to Individuals

• Area: Entities
• Field: Entity Type
• Relationship: Is Any Of
• Value: Individual.

Click Add Rule.

Part 2: Limit to the Current Election

• Area: Contributions (this includes monetary, inkind, and refunded contributions)
• Field: Election
• Relationship: Is Any Of
• Value: (select your current election) 

Click Add Rule.

Part 3: Limit by Total Contributed

• Area: Contributions
• Field: Total Value
• Relationship: Is More Than
• Value: (limit amount)

For example, if the limit on contributions from individuals is $2700.00, in the value field you would enter $2700.

Click Add Compound Rule. 

Adding as a compound rule is necessary to ensure that the amount is limited to only to the election you selected in part 2.

Using your Search

To generate the report, click the Run Search button at the bottom.

If you plan to run this specific search frequently, click Save & Run Search. This will allow you to give the search a notable name and save it as a Saved Search. To locate it at a later date, click the Saved Search button and select the saved search from the menu that appears.