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8.17. FAQ: How to Export a List of "First Time" Donors Who Haven't Donated Before This Year

1) Go to Search > Individual Search > By Receipts

2) Set the "Start Date" to 1/1/16

3) Click "Search"

This will take you to the current selection screen where your search results will be shown.

4) In the "List Functions" section on the right, click "Export Results"

5) On the next screen, scroll through the list of "Available Fields" and move over all the fields you need into the "Selected Fields" list.

6) Scroll to the bottom, click the "Earliest Receipt" field and move that into the "Selected Fields"

7) A new section will open on the right where you need to enter the date range for your calculated field. Set this to a range that is sure to encompass the entire history of your campaign (1/1/1900 to present, for example)

8) Click "Export Records" and 360 will email you a link to your file

9) After you have downloaded and opened the Excel file, use the Excel filter function by the "Earliest Receipt" column to delete everyone whose earliest receipt date is PRIOR TO this year