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Several criteria for a query HELP???

Last post 11-05-2009 10:48 AM by Cindy March. 4 replies.
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  • 11-03-2009 10:06 AM

    • Rhonda Oakley
    • Top 150 Contributor
    • Posts 55
    • Organization: Highlands-Cashiers Hospital Foundation

    Several criteria for a query HELP???

    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.

    Please segment the following groups for personal notes: 1)      Masterkey  (not some of the new ones – I will pull a few)  all from 2008-092)      Donors (including MK)  who have given more than $5000  but less than $10,000 from 2009-093)      Donors who have given more than $10,000 since 20084)      Donors who have not given since 2008 and gave$1000-$5000 in one year since 20045)                                                                                                     $5000+ in one year since 2004

    6)                                                                                                     $10,000+ in one year since 2004

     Any help would be greatly appreciated! Thanks in advace!  

     

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  • 11-04-2009 10:36 AM In reply to

    • Lisa Marchand
    • Not Ranked
    • Posts 11
    • Organization: Cabrini College
    • Products:  The Raiser's Edge

    Re: Several criteria for a query HELP???

    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.

    Lisa Ziska-Marchand
    Cabrini College
    610-902-8250
    lzmarchand@cabrini.edu
    www.cabrini.edu
  • 11-04-2009 12:10 PM In reply to

    Re: Several criteria for a query HELP???

    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

    Laurel Quaintance
    Manager, Fund Development Services
    Friends of Bassett, Inc.
    607/547-3081

    Donate Now! https://www.friendsofbassett.org/fob.php

    Bassett Healthcare: Right Where You Need Us

    Bassett Healthcare, A network of 5 Hospitals and over 25 Health Centers, offers the finest medical care to residents of rural Central New York
  • 11-04-2009 3:37 PM In reply to

    • Rhonda Oakley
    • Top 150 Contributor
    • Posts 55
    • Organization: Highlands-Cashiers Hospital Foundation

    Re: Several criteria for a query HELP???

    I did figure this out! I had some help from fundserv! Thanks though!

  • 11-05-2009 10:48 AM In reply to

    • Cindy March
    • Top 25 Contributor
    • Posts 154
    • Organization: Long Island University
    • Products:  The Raiser's Edge, The Researcher's Edge

    Re: Several criteria for a query HELP???

     I would run the queries through the segment tab in Mail.  It will automatically get rid of your duplicates.

    Cindy March
    Associate Director of Planned Giving
    Long Island University
    cindy.march@liu.edu
    www.liu.edu/plannedgiving
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