Donor Giving Query

Joanie Rogers

Help!  I am drawing a blank and need help with a query.


Our director wants a report of gifts that have been received for the week so she can make donor calls.  In the query/report, she wants to see the gift they made this week and their most recent gift prior to that.  I can't figure out the best way to get it without getting all of their gifts.


Thank you in advance.

Joanne Felci 2

Hi Joanie,

To clarify - you a query to find the donors and then an export (from the export menu...as opposed to the export part of a query) to get the information your director wants


I'd recommend for the gift prior to this week, export last gift but use a gift range that is prior to this week as part of the criteria


Hope that helps


Joanne

Joanne Felci 2

meant USE a query - not that you are a query...lol...early morning

Claudia Sauers

Joanie Rogers:
Help!  I am drawing a blank and need help with a query.


Our director wants a report of gifts that have been received for the week so she can make donor calls.  In the query/report, she wants to see the gift they made this week and their most recent gift prior to that.  I can't figure out the best way to get it without getting all of their gifts.


Thank you in advance.

Yep so I would start with a query to get the constituents that made gifts this week, then create an export and when choosing to export gift details (gift date, amount etc.) limit to exporting  2, and then select the box, bottom left, to sort gifts by date, which should cover the gift this week and the other most recent... in theory it works, in reality it might need to be tweaked a little, good luck!

Claudia Sauers

Claudia Sauers:

 

Joanie Rogers:
Help!  I am drawing a blank and need help with a query.


Our director wants a report of gifts that have been received for the week so she can make donor calls.  In the query/report, she wants to see the gift they made this week and their most recent gift prior to that.  I can't figure out the best way to get it without getting all of their gifts.


Thank you in advance.

Yep so I would start with a query to get the constituents that made gifts this week, then create an export and when choosing to export gift details (gift date, amount etc.) limit to exporting  2, and then select the box, bottom left, to sort gifts by date, which should cover the gift this week and the other most recent... in theory it works, in reality it might need to be tweaked a little, good luck!

 

Lol ok I ran a quick little test and it looks like it works to me, just make sure to select sort gifts 'descending' so you get the other most recent

Joanie Rogers

THANK YOU ,  EVERYONE!