How to find all non-pledging givers to your Pledge Fund
Set up your query like this:
- Add new columns such as Families: Last Name, and any other contact info. Add Contributions: Payment Amount.
- Add Families: Family DUID (This is essential for the sub-query to follow).
- To the right of Contributions: Payment Amount, click the (f)function button and select Sum.
- Now add conditions: Funds: Fund DUIDA. (This number comes from the Fund ID column on your Funds Management page): (see Fund Management image below)
- Add this exact condition: Families: Family DUID: Not in sub-queryB: [Edit sub-query] and click Edit sub-queryC.
- When your Sub-query opens, click Add new condition.
- Choose Pledges: Pledge DUID, choose is greater than and fill in 0
- Click OK.
- Execute Query at the bottom right of the screen.
- To save your results, click Query Results and choose Export to CSV.
Updated