Hi,
I am using a query to see constituents who have given only to particular funds. When I pull this query through a report (analytical) it seems to work just fine. But now I would like to use this same query to show which funds these donors have given to. In the query I asked for fund ID in the output. It does show fund IDs but gives multiple results for each constituent. So I tried using an export to get rid of the dulplicates which it did, but I got more results than when it went through the report and as I was looking at some of the results it showed funds that were not specified in the query.
Does anyone have any suggestions?
Thanks!!
When query passes records to export, it only passes the information that the records are in the group, not how they came to be in the group. The type of query that you are running also determines the types of records that are returned. So if you are running a constituent query, the export is only aware of which constituents met the query; it does not know anything about the particular gifts or funds that caused the constituents to be included, so it is exporting all the gifts for the constituents unless you provide filters in the export itself.
If, on the other hand, you were doing a gift query and a gift export, it would only pass the gifts that met the criteria to the export. It still wouldn't know anything about the funds, so you still might find extra funds if you had a gift where some of the funds were included in your criteria and others were not.
You also have the option to run a fund query and a fund export.
The type of query and export that you run greatly affects the results that you get. You need to make sure that you are using the right type of query and export to get the results that you are looking for.
Drew