Queries pulling gift amount

Aldera Chisholm:
Hi, I have come across this issue with a few different queries I run. Basically, I want to pull a query that has one of the criteria being a minimum gift last year of $100. (Pulling donors for annual reports, etc)ald My issue is: We receive online gifts from Canadahelps. I have to enter the gift as being from CanadaHelps, and soft credit the donor who made the gift via CanadaHelps. We also do this for foundations. Whenever I pull my criteria - it uses the full amount of the gift NOT the amount of the actual soft credit. I do have the Query tools checked for Use Amount in Grid under soft credits. Any suggestions on what I can do to work-around this? I am getting lots of results in my query for folks who truly gave $5, but because the CanadaHelps gift was for 5,000 with many people on it they are showing up. The criteria I am using is Gift Date equals 2013 AND Gift Amount Greater Than or Equal to $100. I've also used Summary gifts criteria and had the same results. My workaround currently is that when I do the export, I ensure I export the gift amount and the soft credit amount, which works to then pull records out manually, but it's when I then want to use the original query to do something like Global Add an action to everyone I've just mailed, so I want the query to be accurate. Thx!

Just a thought - an not the solution to creating  the query [:(]

I've had same need to do global add and not able to use original query because of significant that took place after exporting it.  To do the global add, I be sure to pull constituent ID in export and then when done editing export I can run a query with constit ID one of and paste in IDs from the export.  Then used query to do global add.  Guess could also do an import but this has worked well for my needs.

Aldera Chisholm:
JoAnn that would be an excellent work-around. Can you paste a series of const id's if they are perhaps comma separated, or would you have to paste one by one?

How to is in some past forums and the knowledgebase but this also describes process:

http://www.blackbaudknowhow.com/the-raisers-edge/creating-queries-from-excel-files-done-easily.htm?utm_source=feedburner&utm_medium=email&utm_campaign=Feed%3A+BlackbaudknowhowcomForBlackbaudSoftwareUsersTheRaisersEdge+%28The+Raiser%E2%80%99s+Edge+Blog%29

Trickiest part is described in paragraph 6 about clicking last row.  But it works great.  Link in blog to knowledgebase and it describes how to do import also as the query is limited to 500 records at a time.