Query list - Gift amounts

Cathleen Mai · April 2019

I can't seem to find a way to filter gift types in Query list. That means the recent gift shows the pay cash and the largest gift next to it shows the related pledge.

That doesn't seem to be very useful. Am I missing something? I know that I could use export, but wonder if there really doesn't exist an option here as for any other report in RE.

John Heizer · April 2019

"Query List" has a very specific meaning in RE and there is no such thing as a Gift Query List. If you're trying to get Gift information in a Constituent Query List then it will never work correctly because the list is specific to Constituents, not Gifts.

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

Use Export for reporting.

Cathleen Mai · April 2019

Thank you, John! Somehow I was hoping there is a "Gift Query List" hiding in there.

I knew I would hear the "Query-Mantra" from you guys, tried to avoid that by stating I could use export. Did not work..?

Query list - Gift amounts

Comments

Categories