Original cross-post May 26 in Admin/IT
I am trying to pull a list of donors for FY23 (criteria below). But I need the output to say how much they gave in the fiscal year.
What do I add in my output elements? I want to put a date filter on total household giving but don't see such a thing under contributions. Currently, the results have thousands of rows which I don't think we want. We just want the names and total amount for the year.
Please advise on output (or criteria). Thank you.
Do you have Contribution_total_giving in your Contribution output set group? It doesn't look like it's a custom element, but it might be. Anyway, that does what you're looking to do, and if you don't have it I can help you to set it up.
Hi Jim. I opened all sections and doesn't look like it. Note the last two options require a quantity and use a plus/minus sign.
Would appreciate any help/guidance...
Contribution Appeal
Contribution Balance Due
Contribution Batch Number
Contribution Billing Type
Contribution Campaign
Contribution Channel
Contribution Constituent Role
Contribution Creditee Type
Contribution Designation
Contribution Details
Contribution Received Amount
Contribution Source
Contribution Worker Name
Contribution Worker Number
Total Contribution Amt
Total Received Amt
Total Contribution Amt is probably what you want. Add one instance of it (clicking the plus) and then use the filters to specify your date range.
I think it would leave out recurring donors or donors who gave more than one gift that meet or exceed our $1,000 threshold, though.
Wouldn't it?
Oh right, that just looks at individual contributions, my mistake. This will do what you want, you (or someone at your organization) can add this to the TR_QUERY_ELEMENT table. Also including total # of gifts, if that's useful for you.