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Creating Year-End Totals for Individual Donors

Last post 01-19-2007 7:46 AM by Susan Zolbe. 1 replies.
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  • 01-18-2007 12:03 PM

    • Susan Hodges
    • Top 500 Contributor
    • Posts 18
    • Organization: Trinity Children & Family Services

    Creating Year-End Totals for Individual Donors

    Hello.This is my first year doing year-end totals. I have queries set up for categories of donor (i.e. 2006 Gifts up to $500.00, 2006 Gifts Between $500.01 and $999.99) and I don't know how to do totals in a simple way for individual donors who gave more than once during the year. If someone gave (3) $500 gifts, they end up in the first category, even though they gave a total of $1,500 and should end up in a higher category. Thanks for any assistance. Susan
  • 01-19-2007 7:46 AM In reply to

    • Susan Zolbe
    • Top 500 Contributor
    • Posts 25
    • Products:  Blackbaud NetCommunity, The Raiser's Edge, Sphere

    Creating Year-End Totals for Individual Donors

    Hey Susan, YOu need to go to the "gifts summary" in query and select total gift amount within the date range you are looking for. It's taken me sometime to figure that on out myself. IF you email directly I can send you a query control report so you'll have a record of the correct set up. [Email Removed] I apologize for any typing mistakes! Susan E. Zolbe Database & Stewardship Manager Capital Hospice Falls Church, VA 22042 Email: [Email Removed]
    Susan E. Zolbe
    Manager, Database & Stewardship
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