New to query - need help

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Becky Ramberg
Becky Ramberg
Eighth Anniversary Facilitator 1 Photogenic
in Blackbaud Raiser's Edge NXT®: General Discussion
Our resident RE Expert has gone on to greater things and I was ask today to set up a query that will include all cash type donations (for each donor) from (m/d/y 1) to (m/d/y 2) which spans approx 3 yrs. What criteria value(s) can I use to get a sum total for each donor vs. each individual donation. What we are hoping for as an end result is a list of everyone who has donated during a specific time period, the date they last gave, and a sum total of their donations. Also, what is the difference between Total Amount of Gifts and Total Receipt Amount. I thought one or the other would give me a total but neither did. I have not had a chance to delve into the Query Manual so any help would be appreciated. Thanks
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  • Mark Guncheon 2
    Mark Guncheon 2
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic

    Becky Ramberg:

    Our resident RE Expert has gone on to greater things and I was ask today to set up a query that will include all cash type donations (for each donor) from (m/d/y 1) to (m/d/y 2) which spans approx 3 yrs. What criteria value(s) can I use to get a sum total for each donor vs. each individual donation. What we are hoping for as an end result is a list of everyone who has donated during a specific time period, the date they last gave, and a sum total of their donations. Also, what is the difference between Total Amount of Gifts and Total Receipt Amount. I thought one or the other would give me a total but neither did. I have not had a chance to delve into the Query Manual so any help would be appreciated. Thanks

    Hi Becky,

    Quick answer about Total amount of goifts and total receipt amount: Some gifts have an expense assigned to them, especially at events. If you sell tickets for $100 and the donor gets dinner, drinks and other stuff equal to $50, their donation of $100 will have a receipt of $50 which they use for tax purposes. That is why those two results will be different.

     

  • JoAnn Strommen
    JoAnn Strommen
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    You'll want a constituent query.  At the bottome of the criteria list you should see Summary information > Summary for Gift > Total amount of gifts. Select that and you'll get options to add criteria. Select gift date greater than and put in your date three years past, select Gift Type one of and pull in cash, pay cash, recurr pay cash, etc. 


    In the output tab add the field for last gift date.


    This should get you started on the right path. There are always other variables to consider/filter in or out.
  • Becky Ramberg
    Becky Ramberg
    Eighth Anniversary Facilitator 1 Photogenic

    JoAnn Strommen:

    You'll want a constituent query.  At the bottome of the criteria list you should see Summary information > Summary for Gift > Total amount of gifts. Select that and you'll get options to add criteria. Select gift date greater than and put in your date three years past, select Gift Type one of and pull in cash, pay cash, recurr pay cash, etc. 


    In the output tab add the field for last gift date.


    This should get you started on the right path. There are always other variables to consider/filter in or out.

    JoAnn,  

      Thank you - Don't think I ever would have figured it out by myself. I kept getting a line for every gift during the time period. You can guess the # of results I got.

  • Cathleen Mai
    Cathleen Mai
    Tenth Anniversary Facilitator 2 Name Dropper Photogenic
    Becky, now that you did so great you will be asked again ;-).

    I would recommend that you look into the Financial reports under Reports, especially the gift detail and summary is a good one to start with.

    Quite often you won't need to run a query yourself and just be able to pull the info from one of these canned reports.


     
  • Becky Ramberg
    Becky Ramberg
    Eighth Anniversary Facilitator 1 Photogenic
    Cathleen, Thanks for the tip. Will definitely do so. I have no doubt I will be asked again. They do shower me with love at times :-)  :-)

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