How to create a contribution query for a date range with envelope numbers

This article will walk you through how to create a query for people who gave money between (some date range) whose envelope numbers are between (range of envelope numbers).

1. Add desired Result Columns. In this case:
   • Families: Last Name
   • Families: Envelope Number
   • Contributions: Payment Amount
   • You could add address and contact info, too, if needed.
2. To find the sum of family contributions over the date range, to the right of Contributions : Payment Amount, click the (f)function button and choose Sum.
   

4. Add the following conditions by selecting Add new condition:
   • Contributions: Payment Date: is between: (Enter your date range)
   • Families: Envelope Number: is between: (Enter the range of env. numbers)
   • Families: is registered: is equal to: Yes
     
5. Execute your query.
6. When the results are calculated, you can click Query Results and from there, you can export your results to a CSV file which can be opened in Excel.

Updated September 13, 2024 17:49