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Donations by Appeal and/or Source Code

Beth Levy
$organization

Hi All:

I am trying to figure out how to export data for a list of donors that will give the donation total for a specific appeal only. Is there a magical field in the Output Set Builder that I'm missing that will give me this? Mostly I'm finding that the Output Set Builder contains options for donations by date range, which, at least in this case, will be a bit messy.

Thanks for suggestions!

 

  • $organization

    Hi Beth,

    You'll want to create an Output Element for this by adding a new entry to TR_QUERY_ELEMENT. 

    Data Select: sum(cont_amt)

    Data From: vs_contribution

     

    For a particular appeal and source,

    Data Where: appeal_no = XXX and source_no = YYY

    (replace XXX and YYY with actual values)

     

    Or if you want the element to be usable with a different appeal each time, create an appeal_no parameter in TR_QUERY_ELEMENT_PARAMETER and use the Id value from that table. For this example, imagine the Id of your new parameter is 6. In TR_QUERY_ELEMENT,

    Data Where: appeal_no = <<p6>>

     

    Cheers,

    Rachel

  • $organization in reply to Rachel Schlaff

    Thank you, thank you, thank you! I haven't had to futz around with the SQL to date, but this worked perfectly.