[cknepprath]

I am trying to create a query that will group all the constituents who have a cumulative giving of Receipt amount GE $100k+. I am using a Constituent query, Criteria: Summary Information/Summary for Gifts/Total Receipt Amount. On the Gift Processing tab in User Options, I have Soft Credit to Both/Use amount on gift and Matching Gift apply to Donor.

My results are way off--and I know that the fewer number is not a consequence of using Receipt Amount rather than Total Amount.

Do any of you have experience with a similar type of query? I'm pretty desparate right now!!!

Thanks in advance for any assistance.

Cecily

Cecily Knepprath
Application Administrator
University of Arizona, Foundation
520-626-4590

[Melissa Siobhan]

How do you know your results are way off? And how do you know that the number is not related to the reciept amount. If you know how it is off (who is missing or included who should not be) then it is much easier to troubleshoot.

[n1ugu]

Quote:

Originally Posted by cknepprath

I am trying to create a query that will group all the constituents who have a cumulative giving of Receipt amount GE $100k+. I am using a Constituent query, Criteria: Summary Information/Summary for Gifts/Total Receipt Amount. On the Gift Processing tab in User Options, I have Soft Credit to Both/Use amount on gift and Matching Gift apply to Donor.

My results are way off--and I know that the fewer number is not a consequence of using Receipt Amount rather than Total Amount.

Do any of you have experience with a similar type of query? I'm pretty desparate right now!!!

Thanks in advance for any assistance.

Cecily

Cecily Knepprath
Application Administrator
University of Arizona, Foundation
520-626-4590

It seems like the Criteria: Summary Information/Summary for Gifts/Total Receipt Amount, isn't pulling Receipt Amount. I just ran a quick query and put: from Gifts, Gift Receipt Amount GE 100,000, then under Summary/Summary for Gifts/Total Amount with a filter for Receipt Amount. In the output put both those fields and compare them. Some of the figures I see are different. If I only pull the gift receipt amount I get 594 records, if I pull using both gift receipt and the summary field with a filter I get 100 less records!
Not sure if this helps you or not, but maybe it'll shed some light so you can troubleshoot it further.
Good luck,
Barbara

[cknepprath]

Quote:

Originally Posted by Melissa Siobhan

How do you know your results are way off? And how do you know that the number is not related to the reciept amount. If you know how it is off (who is missing or included who should not be) then it is much easier to troubleshoot.

Q 1: Summary Total gifts--1345 records

Q2: Summary Total gifts Receipt Amt--587 records

Q3: Merge: Q1 SUB Q2--759 records

I created a merge query and reviewed the summary of total receipt amount of gifts. (This is how I know that there is something not quite right here.) Records that are in Q1 and meet the criteria of Q2 are not in Q2. I "heard" something about soft credits not being "added" when using Summary Total Receipt amount criteria. BTW-I am using the exact same Gift Processing with Soft Credits and MG on all 3 queries.