PSFS IQ - Query Builder: How to find the date of each family's most recent contribution

How to find the date of each family's most recent contribution

  1. From the Column Picker, add Results Column(s) which may be used to identify the member (such as Family Envelope Number, Last Name, etc). To learn more about how to select a field for the Results Columns, click here.
  2. From the Column Picker under the expanded Contributions field, select Payment Date using the same technique as above.
  3. Click on Function Button to the right of the Contributions Payment Date field.
  4. Select Maximum from the Function drop-down. This will populate your report with the latest payment date.
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  5. Continue to build your query with any additional information you want and add any conditions you would like to add to get the desired report.

 

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