PSFS IQ: How to find all non-pledging givers to your Pledge Fund

How to find all non-pledging givers to your Pledge Fund


Set up your query like this:
1. Add new columns such as "Families: Last Name," and any other contact info. Add "Contributions: Payment Amount."

***And then add "Families: Family DUID" (This is essential for the sub-query to follow).

2. To the right of "Contributions: Payment Amount," click on the (f)function button and choose "Sum."

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3. Now add conditions: "Funds: Fund DUID." (This number comes from the "FUND ID" column on your Funds Management page):



4. Add this exact condition: "Families: Family DUID: Not in sub-query: [Edit in sub-query]" and click on "Edit in sub-query."

5. When your Sub-query opens, add condition.

6. Choose "Pledges: Pledge DUID: is greater than: 0"

7. Click "OK."



8. Execute Query.

9. To save your results, click Query Results and choose "Export to CSV."



These will be all non-pledging contributors to your pledge fund.

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