Querying on donors to a fund and getting incorrect gift type in output

Amy Disch

Hello everyone, 

 Unfortunately queries still tend to give me problems at times. I'm not sure if I'm missing something obvious or whether I set up the query incorrectly. 

 I'm trying to query on donors to a fund in preparation for an anniversary event we're having in November. There are two possible funds I'm interested in, so my query looks like this: 

 Fund description is Fund 1 or Fund 2 

and Gift type is not one of pledge, write off, gift in kind

 and gift amount is greater than zero

On the output, I asked for name, preferred address (city, state, zip), fund split amount, soft credit amount. 

The fund split amount and soft credit fields create one issue of duplicates, but that's not my immediate concern. 

Even though I said I didn't want gifts with a type of pledge, I'm getting a few on output and I can't figure out why. 

I tried grouping my search terms like so: 

(Fund description is Fund 1 or Fund 2) and the other criteria, but grouping the main criteria still gave me pledge as a type when I didn't ask for it.

Perhaps this is what I get for trying to do a query on a Friday afternoon. 

 Thanks! 

JoAnn Strommen

Amy Disch:

Hello everyone, 

 Unfortunately queries still tend to give me problems at times. I'm not sure if I'm missing something obvious or whether I set up the query incorrectly. 

 I'm trying to query on donors to a fund in preparation for an anniversary event we're having in November. There are two possible funds I'm interested in, so my query looks like this: 

 Fund description is Fund 1 or Fund 2 

and Gift type is not one of pledge, write off, gift in kind

 and gift amount is greater than zero

On the output, I asked for name, preferred address (city, state, zip), fund split amount, soft credit amount. 

The fund split amount and soft credit fields create one issue of duplicates, but that's not my immediate concern. 

Even though I said I didn't want gifts with a type of pledge, I'm getting a few on output and I can't figure out why. 

I tried grouping my search terms like so: 

(Fund description is Fund 1 or Fund 2) and the other criteria, but grouping the main criteria still gave me pledge as a type when I didn't ask for it.

Perhaps this is what I get for trying to do a query on a Friday afternoon. 

 Thanks! 

Sometimes query is seemingly quirky.  To create a query similar to what you described I would use criteria:

Fund one of Fund 1, Fund 2

Gift type one of Cash, Pay-cash, MG pay-cash, recurring gift pay-cash (and stock and stock pay if relevant)

Gift amount greater than $0.

Once in a while query has hard times with 'does not equal, not one of...'  - negative criteria.  With what you described it's a lot easier for me to think of what you do want to include instead of exclude. 

If you have a lot of monthly donors and/or payroll gifts, each gift will have it's own line unless you switch to Summary Information and then put in your criteria.  That will gift total amount but if you're outputing split amount you'll still get line for every gift.

One query that I was having issues with besides not using negative criteria, support person also suggested using gift amount greater than $.01 instead of $0.  Can't remember if it helped or not.

Amy Disch

JoAnn Strommen:

Sometimes query is seemingly quirky.  To create a query similar to what you described I would use criteria:

Fund one of Fund 1, Fund 2

Gift type one of Cash, Pay-cash, MG pay-cash, recurring gift pay-cash (and stock and stock pay if relevant)

Gift amount greater than $0.

Once in a while query has hard times with 'does not equal, not one of...'  - negative criteria.  With what you described it's a lot easier for me to think of what you do want to include instead of exclude. 

If you have a lot of monthly donors and/or payroll gifts, each gift will have it's own line unless you switch to Summary Information and then put in your criteria.  That will gift total amount but if you're outputing split amount you'll still get line for every gift.

One query that I was having issues with besides not using negative criteria, support person also suggested using gift amount greater than $.01 instead of $0.  Can't remember if it helped or not.

Thank you JoAnn. I will try your suggestion when I'm back in the office on Monday.

Unfortunately I can't use total amount of gifts in my query because of all the split gifts in our database. If Blackbaud would add a Total Amount of Split Gifts option, it would make my day.

Thank you as well for the suggestion to use gift amount greater than .01. I got a couple of zero gifts in my output as well. 

 

Amy Disch

Amy Disch:

Thank you JoAnn. I will try your suggestion when I'm back in the office on Monday.

Unfortunately I can't use total amount of gifts in my query because of all the split gifts in our database. If Blackbaud would add a Total Amount of Split Gifts option, it would make my day.

Thank you as well for the suggestion to use gift amount greater than .01. I got a couple of zero gifts in my output as well. 

 

JoAnn,

Thank you again for your help and suggestions. Querying on a gift type that was one of worked perfectly.

We have a lot of employee gifts that are made via payroll deductions, which of course came out on separate lines, so I took the query into export, where I was able to export total giving, as well as soft credit amount and soft credit name. That worked perfectly as well. It was my first time fully utilizing Export, so I feel quite accomplished.

Thank you again!