I think I am just having another Monday morning but I am totally stressing over the queries that I have to provide to the ED today. We are going to be mailing a letter to the following and need to get a listing to her. Below is the criteria that she is needing and I think I am confused and totally stressing over the small stuff.
6) “ “ $10,000+ in one year since 2004
This looks like you will need to run several queries and either merge them into one for one long list or what I do is put the mutiple queries into Mail and use the segment feature to organize and de-dupe the lists and create output queries that I will use to export or create reports.
Hope that helps.
Did you figure this out? It is kind of hard to figure this out because I'm not sure of the actual fields you need information from in your questions. (Masterkey - no clue what you mean by this, same with 2009-093 & 2008-092 -are these funds?)
It looks like the summary with filters should allow you to easily find this - except that as written some of your categories overlap (Donors who have given more than $10,000 (assuming accumulative) since 2008 could perhaps fall into every category listed
I did figure this out! I had some help from fundserv! Thanks though!
I would run the queries through the segment tab in Mail. It will automatically get rid of your duplicates.