Exclude Someone Who Gave To a Specific Fund

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Ray Berthelette
Ray Berthelette
Seventh Anniversary 10 Comments Photogenic 5 Likes
in Blackbaud Raiser's Edge NXT®: General Discussion
I'm running a query where I want to show everyone except for those that gave to a specific fund. In the query I have a list of people, but upon further review I see some of them gave to a certain fund even though I configured it in the Criteria Filters. (AND Total Amount of Gifts_1 greater than or equal to $1.00 -> Fund Description not one of Annual Fund 2017-2018).


I figured this would filter out anyone who gave to this fund and only include people who gave gifts but did not give to this fund.


Thanks,

Ray
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Comments

  • Alan French
    Alan French
    Tenth Anniversary 1,000 Likes 500 Comments Name Dropper
    Those summary conditions only specify that a constituent must have given at least $1 to a fund other than the annual fund; it doesn't exclude those who have given to both the annual fund and something else. You could try instead: AND Total Amount of Gifts_1 equals $0.00 -> Fund Description one of Annual Fund 2017-2017


    As an aside, I would probably use $0.01 in these sorts of criteria rather than $1 unless you're absolutely sure you don't have any gifts less than $1 in your database - I know we have a constituent who has a 10p gift on their record!
  • Ray Berthelette
    Ray Berthelette
    Seventh Anniversary 10 Comments Photogenic 5 Likes

    Alan French:

    Those summary conditions only specify that a constituent must have given at least $1 to a fund other than the annual fund; it doesn't exclude those who have given to both the annual fund and something else. You could try instead: AND Total Amount of Gifts_1 equals $0.00 -> Fund Description one of Annual Fund 2017-2017


    As an aside, I would probably use $0.01 in these sorts of criteria rather than $1 unless you're absolutely sure you don't have any gifts less than $1 in your database - I know we have a constituent who has a 10p gift on their record!

    Thanks Alan! That got me almost there. The only problem I see now is that someone is still showing up in the list because they didn't give directly to that fund, however their spouse did and they get a soft credit for it. How do I remove anyone who got a soft credit from the list?

    Ray

  • Ray Berthelette
    Ray Berthelette
    Seventh Anniversary 10 Comments Photogenic 5 Likes

    Ray Berthelette:

    Alan French:

    Those summary conditions only specify that a constituent must have given at least $1 to a fund other than the annual fund; it doesn't exclude those who have given to both the annual fund and something else. You could try instead: AND Total Amount of Gifts_1 equals $0.00 -> Fund Description one of Annual Fund 2017-2017


    As an aside, I would probably use $0.01 in these sorts of criteria rather than $1 unless you're absolutely sure you don't have any gifts less than $1 in your database - I know we have a constituent who has a 10p gift on their record!

    Thanks Alan! That got me almost there. The only problem I see now is that someone is still showing up in the list because they didn't give directly to that fund, however their spouse did and they get a soft credit for it. How do I remove anyone who got a soft credit from the list?

    Ray

     

    I figured it out Alan! I had to go in the Query Options and set "Credit Soft Credits to" = Both and "Credit Matching Gifts to" = Both.

    Once I did that, it removed that one record.


    Thanks,

    Ray

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