How do I pull up a list of 'former parents' of former pupils over a certain age?

Russell Joyce 3

We want to reduce the number of constituents in our database and permanently delete some ‘former parents’ of former pupils over a certain age. I currently have this criteria in the query:

The trouble is, a lot of those ‘former parents' are also ‘former pupils’, who I don't want to delete.

I also don't want to delete those who currently give, or who have been significant donors in the past…

Is there a way I can run the Query to show the information above, or how do you have any suggestions on how I go about exporting it?

TIA as ever for your help!

Alan French

@Russell Joyce you could make another query containing all the criteria for anyone you wouldn't want to delete, then do a merge query subtracting your new query from your original query. The resulting query will then contain anyone who meets the conditions of your first query (is a former parent) but isn't in one of the groups in your second query (former pupil, donor etc.)

More info on merging queries here:

Faith Murray

@Russell Joyce, seconding what @Alan French recommended. While you CAN get all of that in a single query, it's often easiest for beginners to start off merging queries to subtract out the second group of people.

If doing it all in one query, you will want to keep your criteria above and then add some.

• Education Primary Alumni Information = Yes
• AND Relation Education Class one of…
• AND Constituency Code = Former Parents
• AND Constituency Code does not = Former Pupils
• AND Summary - Total number of gifts = 0 (with filter: Gift Date greater than 01-01-2017)
• AND Summary - Total Amount of Gifts <$5,000

That would be how I would pull the list. Good luck!

Marie Stark

@Faith Murray You could probably also look at the Last Gift Date.