PSDio IQ - How to build a query to report all families and their diocesan lifetime giving

How to build a query to report all families and their diocesan lifetime giving

This article is to help you build a query that will report all families and their lifetime giving. This query will exclude non-givers since it is looking for giving history.  

First, add the columns, starting with Contributions - Family DUID, followed by the SUM of contributions which has been renamed as 'Lifetime Giving' in the example. See below for other options for columns/renaming of columns. 
query_columns_1.jpg

 

I also added Organizations Name and sorted by that to have an organized list of data.
query_columns.jpg

 

Finally, I added a condition stating the contribution amount should be greater than 0.
query_conditions.jpg

 

If you found this article helpful please give a thumbs up below and if you found that there are things missing please leave a comment so that we can update the article


Related Articles

How to add, remove, or replace a column

How to add, edit, or remove a condition 

 


3767 Ranchero Drive, Suite 100 | Ann Arbor, MI 48108 | Toll Free 866.930.4774 | Fax 734.205.1011
www.parishsoft.com


 Top

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request