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How to query 2008 IKG with value $500-$999

Last post 01-09-2009 1:20 PM by Jason Want. 3 replies.
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  • 01-08-2009 3:27 PM

    • Christina Schelle
    • Not Ranked
    • Posts 2
    • Organization: Lutheran Child & Family Services
    • Products:  The Raiser's Edge

    How to query 2008 IKG with value $500-$999

    I'm trying to run a query for our 2008 honor roll of donors.  I need to find all individuals with TOTAL IKG valued $500-$999 for all of 2008.  Not everyone is showing up when I currently run it using summary information.  I'm thinking there is an issue between a cash gift's "amount" and in kind gift's "value".  I cannot located anything related to "value".  Can you help?

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  • 01-09-2009 10:31 AM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: How to query 2008 IKG with value $500-$999

    Christina,

    I think summary information is the right place.  What query type are you using, constituent? What is your query criteria?  Does "TOTAL IKG" mean the total amount of all in-kind-gifts, and not any one in-kind-gift amount between $500 - $999?  And, when you say "not everyone is showing up", does this mean on showing up on the query results tab or somewhere other report or export?  If we are talking about the query results tab, what output fields are you including in the query?  Sorry for so many questions, just trying to fully understand the problem?

    Let me know,

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
  • 01-09-2009 12:10 PM In reply to

    • Christina Schelle
    • Not Ranked
    • Posts 2
    • Organization: Lutheran Child & Family Services
    • Products:  The Raiser's Edge

    Re: How to query 2008 IKG with value $500-$999

    Hi Jason,

     Thanks for trying to help me out.  I've been working with constituent dynamic query.  When I run the query as it is, not all donors are showing up in the results. 

     Query criteria:

    Anonymous equals "no"

    AND gift date equals last calendar year

    AND Summary for Gift:  Gift date equals last calendar year AND Total gift amout between $500 and $999 AND Gift type one of Gift in Kind, Pay Gift in Kind, MG pay Gift in Kind

     Output criteria:

    Cons ID; Last name; First name; Org name; Gift summary information (identical to query gift summary info)

    I need ALL donors; excluding anonymous; gave and GIK in 2008; total of all GIK is $500-$999.

    I've never done a gift query, but looked at it and it didn't seem to promising.  I hope I've answered all your questions.  Thanks!

     

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  • 01-09-2009 1:20 PM In reply to

    • Jason Want
    • Top 100 Contributor
    • User Since: 2006
    • Posts 85
    • Organization: Audubon Nature Institute
    • Products:  The Raiser's Edge

    Re: How to query 2008 IKG with value $500-$999

    Christina,

    I'm not sure if this will work, but try removing the gift date = last calendar year from your query criteria to see if this changes the number of records returned.  You might want to try running the query without any output fields, then add your output fields one at a time to see if they are distorting your results.  Another thing to consider are your gift processing options for soft credit and matching gifts settings.  These options are found on the Gift Processing tab in the Query Options window, which you can access by clicking Query Options found on the Tools drop-down menu on the menu bar within your query.

    Let me know if this helps.

    Oh, one last thing.

    jwant

    --
    Jason Want
    Database Coordinator, Member Services
    Audubon Nature Institute
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