Hi all,
We are hoping to generate a list through Raiser's Edge that will provide us with the names, gift information, etc. of donors who only give at the end of each year. For the purposes of this query we are considereing year-end gifts to be any gift of $1,000+ that was made between October 1st and December 31st. I've tried to run several queries, but have not had any luck with the results. Here are the filters I used in the last gift query I ran --- Gift Amount greater than or equal to $1,000 AND (Gift Date between 10/1/2005 AND 12/31/2005) AND (Gift Date between 10/1/2006 AND 12/31/2006) AND (Gift Date between 10/1/2007 AND 12/31/2007). The results from this query were not displayed.
Does anyone have any suggestions?
Thanks so much for your help!
That query wouldn't produce any results as it would be trying to apply all the gift criteria to the same gift. As a gift only has one date, it cannot fulfil all three. My suggestion would be to create three gift queries - A, B and C with each year's criteria, merge A & B, using the 'AND' operator, then merge the resulting static query D with C to form E. This will give you all the donors who gave a gift of the required size in each of the three years - but not in two or less.
However, this does not mean that they ONLY give at those times. To exclude those who give at other times as well, you would need three queries of the months you do NOT want to include, merge them as above - so we will have F, G, H,I and the resulting J. Then merge E with J, using the SUB operator!
Happy merging!
There is no reason to do merged queries. All you need to do is use the summary informaiton - Total amount. Also do they have to have given that amount EVERY year - if not you probably do not want AND in between the statements
so you might try
(total amount = $1,000+ between A and B datesAND total amount = $0 between B and C dates)
(OR total amount $1,000 + between X and Y datesAND total amount = $0 between Y and Z dates)
etc.
I agree with Melissa that you should be using the summary option. The summary would also catch anyone who had given multiple gifts in one time range that totaled $1000, while no individual gift was greater than $1000.
If you do decide to go with the merges, note that you should be using a CONSTITUENT query rather than the gift query that was suggested. If you use a gift query, you're just going to run into the same problem you had before, because no gift can possibly meet all three criteria.
Melissa's question about whether you really want AND instead of OR still applies if you use the merge option.
Drew
And iIf you do not want it to sum up gifts under $1,000 all you need to do is add a filter to the summary that each gift in the summary needs to be $1,000+.