[stancliff]

So here's a scenario I'm having a mental block on.

I am trying to query everyone who gave at least $5,000, cumulatively, in CY 2007, to any fund except our annual fund.

I created a Constituent query in which I searched for Summary For Gift - Total Amount >= $5,000, and in the Filter, I asked that Funds.Fund ID exclude gifts to Annual Fund.

The problem is, the results exclude constituents that made a split gift, in which one of the funds in the split was the annual fund. For example, if constituent John Donor made a gift of $50,000 split by $1,000 to the annual fund and $49,000 to a special fund, John Donor does not appear in the results.

Has anyone had this similar issue? I have created a temporary workaround query and export, but it requires manually manipulation.

-Brian

[jas.]

Is it possible to rewrite your summary criteria to include all funds except that one? So, rather than using Does Not Equal as your criteria, you use One Of, and select everything except the annual fund?

(edited to try and make grammatical sense)