Annual Report Query with Selected Soft Credits

Options
Trying to create a query for our annual report that shows donors who have contributed over $1000 in the span of a year.  I also want to bring in individuals who are soft credited and who have donated over $1000.  I'm doing this because my predecessor spent a year hard crediting payment platforms (Square, Strip) and donor platforms (Fundly, I Live Here I Give Here).  So I have a ton of records where the hard credited donor is not a person or an organization, but a platform or a payment structure, and the person and the organization is soft credited.


I'm having a very difficult time creating a query that pulls this data.  


I have a query that gives me hard credit for over $1000, and one that shows soft credit over a $1000.  I thought I could merge the two and get a nice report that lists who gave what, but even though I use GL Post Date between as a criteria in both queries . . . the merge shows everything!  I'm looking for gifts in 2017, and I'm getting all the way back to 1995.



These are the criteria for the queries:


Hard Credit:

Total Amount of Gifts greater than or equal to $1000

     Gift GL Post Date between 1/1/2017 AND 12/31/2017

     AND Gift Type one of Cash, Pay-Cash Stock (Sold), Pay-Stock/Property (Sold), Pay-Other, Recurring Gift Pay-Cash

AND Gift GL Post Date Between 1/1/2017 and 12/31/2017

AND Gift Type one of Cash, Pay-Cash Stock (Sold), Pay-Stock/Property (Sold), Pay-Other, Recurring Gift Pay-Cash

AND Anonymous? Equals No.


Soft Credit:

Soft Credit Recipient Last Name not Blank

AND Soft Credit Amount greater than or equal to $1000

AND Gift GL Post Date Between 1/1/2017 AND 12/31/2017

AND Gift Type one of Cash, Pay-Cash Stock (Sold), Pay-Stock/Property (Sold), Pay-Other, Recurring Gift Pay-Cash



Is there a more eloquent way to get my desired outcome?  

OR is there a report that can help me out and create a much nicer outcome and running total . . . but not one where every individual is on one single page a piece.


 

Comments

  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Yes, I can see where this could be difficult to pull.


    I am noticing two things with your queries. HC you have gift type criteria in twice. I think you will be better with just one in the total amount and putting the GL date in the total amount criteria. 


    In SC query you do not have total amount for the gifts. Do you mean total amount or are they likely just one gift?


    Personally, I would probably take the two queries to Export, get the info into Excel, combine and play with it there. Otherwise when some of the east coast RE gurus get to work in the a.m. they may have other suggestions. 

     
  • I probably want total amount.  I have no idea how many times an individual may have received a soft credit for attending an event or donating to some giving platform, and I would hate to miss a donation that's going on our Annual Report!
  • One problem you have with your current setup is that someone could have $500 of hard credits and $500 of soft credits and they're not going to appear in either query, even though they have given $1000 in total.


    If you go into the query options and change the settings on the Gift Processing tab so that you're crediting soft credits to both parties, would that help? You could then forget about your separate soft credit query entirely, which would remove the need for a merge.
  • Yes!  What I did, and I've spot checked a few entries, which seem to be turning out fine, is: I went to query options.


    In query options > gift processing > clicked both credit soft credits and both to matching gifts.  


    Then I re-ran the report.


    I have two control subjects.  One who I know has $2000 in hard credits and $1000 in soft.  This person is now totaling $3000 on the report--so that's good. And another person who had $2,500 in just soft credits, and they're appearing.


    Beyond that I'll still probably do an inspection in Excel just in case (sort by last name to pick up any spouses).  


     

Categories