Hello all - I am new to RE (not new to systems) and I am attempting to write a query as follows in this order:

Constituency code one of "A, B,C,D"

AND assigned appeal id = S0004

AND Campaign ID = 016

AND gift amount > .01

AND Gift Type = CASH

The good news is in the query I am getting all the correct records.  The bad news is that I am also getting additional unwanted records for constituents that qualify and then some.  In other words for Joe Smoe I get the following:

1) Joe Smoe, appeal id = S0004, Campaign id = 016 & gift amount is cash of 200.00 (correct)

2 ) Joe Smoe, appeal id = S0004, Campaign id = 016 & gift amount is cash of 110.00 (incorrect appeal id really is S0185)

The problem with #2 above is it is not listed in the detail constituent record with appeal id of S0004 but rather S0185

So it appears that anything with a campaign id of 016 is being pulled into my query assigned an appeal id of S0004 even if that is not in fact the appeal id actually recorded in said constituents record.

Any insight help would be greatly appreciated.

Thanks

Kelley McCarthy

Hi Kelley,

There may be a few things going on here.  I imagine you are looking for constituents with constituent codes a, b, c, and d who gave a gift that meets the above criteria, yes?  And then, you only want to see the gift records that meet the above criteria.

If you are using a constituent type query and include gift record information on the output, you will see much more gift information that you are looking for because of the one(constituent)-to-many(gifts) relationship between the two type of records in the db.

You may want to use a gift type query with the above criteria.  And then you may want to combine it with Gift Detail and Summary Report.

Hope this helps.

jwant

Is the gift split between appeal S0004 and S0185?

Was the gift adjusted from S0004 to S0185?

Drew 

Drew - no gift splits.  There were separate and distinct gifts and completely different dates and not associated with any pledge either. 

Jason - yes I am using a constituent query.  Let me give the gift query a shot along with the reports you have outlined.  Thanks

Jason - this did the trick.  Thanks so much for the suggestion.

Kelley

Good stuff!  You're welcome.

jwant

If in your output you have the appeal id and Joe has multiple appeals it will show all his appeals. Query never changes anything so check that the appeals are different.

One way to get around this is to not have the appeal id as an output field and then do an export where you can specify what appeals and how many to pull.

Another way is to go to query options and go to the record processing tab and check the box that says suppress duplicates. Depending upon your output that may correct it.

I believe your problem may lie in using "Assigned Appeal Id".  Someone could have the "Assigned Appeal Id" of S0004 but not responded to that appeal.  If that was the case you could be getting responses of anyone who had seen solicited for appeal S0004 (whether they responded or not) whose constituency code was A, B, C or D who gave more than $.01 of Cash to Campaign 016.

If you want only those who responded to Appeal S0004 and also fit the other criteria change that "Assigned Appeal ID" to "Gift Appeal ID" and I think you'll solve your problem.