PSDio IQ - All Families and Their Diocesan Lifetime Giving

This article is to help you build a query that will get you all families and their lifetime giving. This query will exclude non-givers since we are looking for giving history and this will already be a lot of data for the system to pull. 

 

First, you will want to add your columns, starting with Contributions - Family DUID, followed by the SUM of contributions which I have renamed as 'Lifetime Giving'. See below for other columns/renaming of columns you can choose. 

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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