Hi Everyone!
I am trying to us extractions to pull a membership renewal mailing list. I have the extraction built and get the names and addresses just fine. However I need to be able to pull the gift they gave last year on the same list. Is there away to do this, maybe in output set builder?
It may not be exactly what you want, but the Campaign Giving Comparison (LYBUNT/SYBUNT) is great for seeing this data and allows for a list filter and soft credit inclusion.
If you just need the last contribution amount without a filter you can use this in TR_QUERY_ELEMENT (Please run in TEST first)
Category: Contribution
Data Select: !.cont_total
Data From: (SELECT customer_no, SUM(cont_amt) cont_total FROM vs_contribution a WHERE a.cont_dt = (SELECT MAX(cont_dt) FROM vs_contribution b WHERE a.customer_no = b.customer_no) GROUP BY a.customer_no)
Single Row: Checked
Sarah,
Not sure whether you've been able to resolve this question yet or not, but I'd definitely second Sadie's comment about setting up some quick code in TR_QUERY_ELEMENT to get some custom Output Set Elements for your use.
I just built a whole bunch for one of our sublicensees, Tulsa Ballet, so they can output total giving received to the last 5 years of their gala event (one year per column) when they run their List of constituent prospects to ask for support this season. You can do some pretty powerful things here.
Thank you,
Brian