PSFS IQ - Offering: How to create a contribution query for a date range with envelope numbers

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.
  1. 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
  1. Execute your query.
  2. 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.

 


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