We need to run a query of parents that did NOT make a gift to last year's Annual Fund. How can I do that? Because when I put in total gifts = $0.00 nothing comes up, but Jane Smith clearly did not make a gift last year. I know there are others.

 Many thanks!

I believe the following criteria would work (assuming you have a specific Fund set up for last year's Annual Fund):

• Constituency Code equals [Parent]
• Fund Description does not equal [Annual Fund 07]

Let us know if that works!

I would suggest doing two queries and merging them together to get the results. The first query is all constituents (nothing in the criteria). The second query is constituents that have given to the Annual Fund (Gift amount > $0; Fund = 2007 Annual Fund). Then merge the query using Query 1 = All Constituents and Query 2 = Given to 2007 Annual Fund with the operator SUB. This should leave you with all constituents who did not give to the 2007 Annual Fund.

Ditto what Jeff stated. That's what we had to do to come up with a similar list.  Worked fine.

Did you filter your total for only gifts to the annual fund last year?  You also might try doing a count rather than a total.

Hi all, An alternative that will allow you to avoid having to set up any query criteria would be to open a new non-contributors report and select the following: On the General tab indicate the date range in which they did NOT give (if it's based solely on it being a particular fund you can set it to all dates and address that on the Filters tab) and be sure to check option to create output query. On the Filters tab use selected funds and indicate the fund or funds to which they did not give and choose selected constituency codes and indicate the code or codes you use for parents. On the Gift Types tab, pull to the right the things that you would recognize as "giving" (ie some orgs would not count a pledge if no payments had been applied to it). When you preview the report you will be prompted to name your group. I you'd like you can print the report for a nice, no-dupes list of the parents in the group. This option allows you to easily group the correct records without complex criteria, mult negative operators or having to build 2 and merge. I find it is frequently a more streamlined option. Thanks, Naomi

 But wouldn't a single query with:

Constituency-Code EQUAL "Parents" AND Fund-Description NOT EQUAL "2007 Annual Fund" AND Gift-Amount GREATER-THAN 0

give this same result with a lot less effort on the part of both the user and the computer?

 Note that (I think) this query still won't show those constituents who PLEDGED to the "2007 Annual Fund", but who have had their pledges written off.

-- 

Isaac Comer

 

No, it won't.  If I consistently give $10 to the Annual Fund, then I'll have a gift to the "2006 Annual Fund" (<> "2007 Annual Fund) of $10 (> 0), so I will be selected by your query despite also having a gift of $10 to the "2007 Annual Fund."

The problem is the scope of the "Not".  If you are familiar with logic, the question was something of the form ¬∃x f(x).  What you did was to move the "not" inside of the "exists" statement to get ∃x ¬f(x), but those are demonstrabely not equivalent.  In fact, ¬∃x f(x) can be shown to be equivalent to ∀x ¬f(x)

Drew

PS: I certainly hope those math characters come across correctly.