PSDio IQ - How to build a query to report all families and their diocesan lifetime giving

How to build a query to report all families and their diocesan lifetime giving

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. 
query_columns_1.jpg

 

I also added Organizations Name and sorted by that to have an organized list of data.
query_columns.jpg

 

Finally, I added a condition stating the contribution amount should be greater than 0.
query_conditions.jpg

 


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