Please take 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 is to help you build a query that will report all families and their lifetime giving. This query will exclude non-givers since it is looking for giving history.
First, add the columns, starting with Contributions - Family DUID, followed by the SUM of contributions which has been renamed as 'Lifetime Giving' in the example. See below for other options for columns/renaming of columns.
It's recommended to add a column for Organization > Organization Name and add the sort ascending function for a quick method of organizing the data.
Finally, I added a condition stating the contribution amount should be greater than 0.
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