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Summary for gift query - Need ASAP

Last post 09-11-2008 9:10 PM by Sheryl Root. 1 replies.
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  • 09-11-2008 5:26 PM

    • Terryl Christensen
    • Not Ranked
    • User Since: 2007
    • Posts 6
    • Organization: Lutheran Social Services of North Dakota

    Summary for gift query - Need ASAP

    Reply Contact

    Hi,

    I am using summary for gift in a query to find all constituents who gave $5,000 or more in the last 10 years.  Plus they have to have given to certain funds.  I am using the OR in between date ranges for each, but I still seem to be getting constituents who never gave anything.  All of the others seem fine; they have given $5000 or more.  What might I be doing incorrectly? 

    Thanks for your help!

    Terryl Christensen

  • 09-11-2008 9:10 PM In reply to

    • Sheryl Root
    • Not Ranked
    • User Since: 2007
    • Posts 8
    • Organization: OneHope
    • Products:  The Raiser's Edge

    Re: Summary for gift query - Need ASAP

    Reply Contact

     Hi Terryl,

    I'm a bit confused by you saying you are using OR in between date ranges for each. I'm not sure I understand what you are trying to do there. However, from what I can tell from your description, here is how I would set up the total gift summary:

    Criteria tab: Greater than or equal to $5000

    Filters tab: Gift date: greater than or equal to 9/1/1998; Gift type: one of  cash, pay-cash, MG pay-cash, recurring gift pay cash (you can include whatever gift types you'd like to see); Fund: description one of (whatever funds you want to pull)

    This should work. Hope it helps.

    Sheryl

     

    Sheryl Root
    Database Manager
    OneHope
    sherylroot@onehope.net
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