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.
2. Add Families: Family DUID (This is essential for the sub-query to follow).
3. To the right of Contributions: Payment Amount, click the (f)function button and select Sum.
   

4. Now add conditions: Funds: Fund DUID^A. (This number comes from the Fund ID column on your Funds Management page): (see Fund Management image below)
   
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5. Add this exact condition: Families: Family DUID: Not in sub-query^B: [Edit sub-query] and click Edit sub-query^C.
   

9. When your Sub-query opens, click Add new condition.
10. Choose Pledges: Pledge DUID, choose is greater than and fill in 0
11. Click OK.
    
12. Execute Query at the bottom right of the screen.
13. To save your results, click Query Results and choose Export to CSV.
    
    
    

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Updated September 16, 2024 18:27