PSDio IQ - How to build a query reporting non-givers for your specified date range

How to build a query reporting non-givers for your specified date range

Use the images below to build a query that meets your specified criteria.

To get this information in its simplest form, use the first three expressions shown below in the Query Columns image and only the very first query condition (which contains a sub-query) shown in the Query Conditions image. The sub-query is for all who gave more than 0. The first condition in Query Conditions returns all records that do not meet the sub-query condition (not in sub-query). It will return all records with no giving.

For a more complex query, the complete images of the query below are going to provide even more details as follows:

  • anyone who has an envelope number
  • parishioners who registered before a certain date
  • specifies the organization

This is a query that can be built and saved globally for all parishes in your diocese to use. Just remember, diocese administrators won't be able to see parish contributions without a staff assignment and fund permissions at the parish level.  

Query Columns
query_columns.jpg

Query Conditions
query_conditions.jpg

Sub-Query
queries_Sub_query.jpg

 

**One thing to note about this query is that it will differ from the other queries you are running for contributions information. You will not be including contribution information in your columns first because in the 'Non-Giver' scenario you are essentially looking for information that is not there. So that is why we didn't start the query with contribution information. 

 

 

Related Articles

How to add, remove, or replace a column

How to add, edit, or remove a condition 

How to build sub-queries in IQ 

 

 

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