How to query based on last assigned appeal?

Sara Olson

I am trying to find a list of constituents that have not been sent an appeal within a certain amount of time. Every time I do a query that I think sounds right, it comes back with every assigned appeal for each constituent resulting in a query result of 350000 results, most duplicated. I just want a simple list of constituents that haven't received an appeal from us since 2015. Does anyone know how that is done?

John Heizer

RE Mantra: Query is a grouping tool, not a reporting tool.


As long as there are Appeals in the Output you'll see strange data in the Query Output, but the results should be a list of the correct Constituents if your criteria is correct.


Try removing Appeals from the Output, that will help.  Or, better still, remove ALL Output fields and what you'll get is a count of the Constituents who meet the criteria.  Alternately you can make it a Static Query and you'll get a correct record count every time you save the Query.

JoAnn Strommen

Are your appeals uniquely named?  Could you do a query were appeal does not equal X2016, Y2017, or Z2018, etc.    As John said you're probably looking at taking your query to the Export function to remove duplication.  How you enter your appeals IMO determines your options.  Do you record appeal on all records when you send or only when someone responds?  


If nothing else you can take a query of records with appeals to Export and in output include your appeals with most recent listed first and then manually remove records with recent appeals.