Total Gift Amount Query

Emily Rubino:
Hi all. I am new to Raiser's Edge and while I have been reading through the forums and through some of the training materials, I am struggling to pull the data I need. I'm hoping someone can share their expertise with me, or point me in the right direction. I need to pull a list of constituents who have donated a total gift amount of $250 or more within the time frame of 10/1/12 - 9/30/2013. I have tried to create a query using the "Total Amount of Gifts" field. It seems to pull up the correct date range but for some constituents, the total gift amount is showing $0, or not reflecting the correct amount that he or she actually gave. I've also checked out the "Report" section in RE and have found the Annual Statement Report, but that doesn't seem to really fit my needs either since all the records are pulled up on individual pages instead of one report. Any ideas what I might be missing, or any suggestions that have worked for you in the past is most appreciated! Thank you!

Emily, sounds like you started on right track.  You have a constituent query, using criteria Summary Information > Summary for Gifts > Total Amount of Gifts> Criteria greater than or equal to $250.  Now stay in the summary info pop-up and click the filter tab.  Here select your Gift date - your desired range.  I would also select gift type one of... and select cash types. (if you enter pledges and don't specifiy gift types you could have $ counted twice, once as pledge and once as cash payment).  You may need to also select specific fund if you just want gifts to say your annual campaign, not other funds.

This should work.  You definitely shouldn't be getting $0 as result if criteria is entered correctly.

Emily Rubino:
Hi JoAnn. Thanks for your reply! I followed your steps above and it eliminated the $0 totals. Thank you! One other question - At the moment, my output filters are the constituent names, addresses and total gift amount. This pulls up the information correctly. Then I decided to add the gift type and gift amounts to my output so I could see what made up the constituents' total gift amounts. When I added these, it created multiple duplicates for each person and repeated their gifts multiple times. Do you happen to know if this is something I would be able to add to my report, or do I need to just stick with the total gift amount? I appreciate all your help! Thank you!

Susan Finney:

 I found this very helpful as a new user as I am tasked with creating a similar report.  Is there a way to divide out Corporations/Organizations?

Thank you.

Susan

 I found this very helpful as a new user as I am tasked with creating a similar report.  Is there a way to divide out Corporations/Organizations?

Thank you.

Susan

Emily Rubino:
[quote user="James Andrews"]Honestly I don't know of a report that just lists constituents with their total giving based on criteria, but I generally don't use canned reports for this kind of analysis, so someone else might know of one.

I think your best bet if you just want a list with a summary amount is to use Export. You can export their ID, a sort key, their primary addressee, and then you'll see that the same summary fields are available in Export that are available in Query -- you just set your criteria up the same way you did in the query, and export it out of RE.

[/quote] Thanks, James! I will try out what you suggested.

Emily,

I also would probably use export but it depends on exactly what data I need.  For each payment, reports are easier than export to me.

There are several reports that may give you what you need.  As your looking for info on payment, your best options will be under Financial Reports.  I think Constituent Giving History may be what you're looking for.  Lists donor and each gift.  You can filter by fund etc. if needed.  On General tab click Include and select the query you've created for these donors.  Specify your date range etc.  Columns tab gives you options for what you want displayed.  You can run with or without addresses.  Result should be a list of donors and each of their payments. 

Hope that helps.