Important Notice: This article applies to the New ParishSOFT Platform. If your diocese hasn’t migrated yet, explore our knowledge base for relevant resources.
This article shows how to create a list of donors based on the total amount of their gifts.
The provided example demonstrates how to generate total giving data.
After you understand the basic method, you can use a variety of filters to get the exact information you desire.
Query Total Giving Data
The donor list you generate in the results set is determined by the conditions applied in the Query Conditions panel.
Scenario
Suppose you want to obtain a list of families whose total giving to all funds was $250 or more.
Question
Our question is as follows:
What are the names of families who contributed more than $250 to all funds?
Setup
Results Column:
-
- Families > Family DUID
-
Families > Last Name
- Families > First Name
-
Funds > Fund ID
-
Contributions > Payment Amount
Because you want the sum total of the donor's payments, apply the aggregate SUM function to the Contributions > Payment Amount column.
To do this, click to the right Contributions > Payment Amount and select SUM from the menu.
Important: To obtain the correct results, the SUM aggregate function must be applied to the Contributions > Payment Amount column. When the query runs, the SUM aggregate function calculates the sum of the values in the Payment Amount column to arrive at each family’s total gift amount.
Query Conditions:
- Contributions > Total Contributions > is greater than or equal to > 250.
The Query build should look like this:
Execute the Query
To run the query, click Execute Query.
The results set contains the names of families whose total contribution to all funds is greater than or equal to $250. The Contributions Payment Amount Sum column in the Query Results panel shows each family's total contribution amount.
Additional Conditions:
To further refine the list of donors in the results set, simply include more or different filter conditions. For example:
- To view total contributions for a specific fund, in the Query Conditions panel, apply one of fund identifier conditions, such as: Funds > Fund ID > is equal to or Funds Description > starts with > [enter value].
- To view total contributions during a given date range, in the Query Conditions panel, apply this condition: Contributions > Payment Date > is between > [enter date range]
Updated