Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits The Problem: Your development team is planning a strategic ask for donors who have given a total of $2,500 or more to your organization this past year. To help with planning, you also need to know how long and how much the donor has given the last 2 years. So how in the world would you do I do that? Should you run a query or report to get this information
The Solution: While Raiser s Edge is known for being a bit confusing, here s one great solution to try out next time you need this kind of data run a Query using the Summary Information fields and display the donor's giving in the Query Output. Here s how to do it! npsspecialists.com 1 Nonprofit Software Specialists, LLC
Step 1. Determine the Query Type You want donors (aka constituents) so you will need to select Constituent to create a Constituent Query. TIP: Summary Information can only be selected in a Constituent Query. npsspecialists.com 2 Nonprofit Software Specialists, LLC
Step 2. Determine the Query Format Now you have to decide if you want to use this query in the future in another Raiser s Edge area such as Export or Reports without refreshing it. If so, select Dynamic. If you only want to take a snapshot of applicable donors when you use/run the Query again and DON T WANT other constituents to automatically be included when you use the Query again, select Static. TIP: + Dynamic Query will continue to refresh with new information. + Static Query information will not change over time npsspecialists.com 3 Nonprofit Software Specialists, LLC
Step 3. Setup the Query Criteria Now that you have determined the Query format, it s time to set up the Query criteria. For the data you need, you will select the dropdown sequence: 1. Summary Information Summary For Gift Total Amount of Gifts When you click on Total Amount of Gifts a new window will appear. npsspecialists.com 4 Nonprofit Software Specialists, LLC
Step 4. Set up the Criteria on the Criteria Tab 1. On the Criteria tab, select the following: a. Operator : greater than or equal to b. Value : 2500 Step 5. Set up the Criteria on the Filter Tab npsspecialists.com 5 Nonprofit Software Specialists, LLC
1. Click on the Filter tab, then select the following: a. Operator : greater than or equal to Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits b. Value : 1/1/2015 (or the beginning of the calendar or fiscal year, whichever your organization uses) npsspecialists.com 6 Nonprofit Software Specialists, LLC
Step 6. Select Gift Types Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits 1. Assuming you want to include specific gift types (i.e. cash, pay cash, etc), select Gift Type. 2. Then for the Operator, select one of. 3. Select the gift types you would like to include under Entries to Include on the right list. npsspecialists.com 7 Nonprofit Software Specialists, LLC
Once you select OK, you will see the screen shown below. Now that you have selected the criteria from the Available Fields box, you need to include Soft Credits. npsspecialists.com 8 Nonprofit Software Specialists, LLC
Step 7. Add Soft Credit Gifts 1. From the open Query, select Tools from the Menu bar. 2. Then click on Query Options. 3. Then on the new window, click on the Gift Processing tab. npsspecialists.com 9 Nonprofit Software Specialists, LLC
Step 8. Set Criteria for Soft Credits 1. On the Gift Processing tab, under Credit Soft Credits to, select Both 2. Then click on Full amount to all. Now that you have selected all of the criteria needed, your next steps will have to do with setting up the Output to show the donor's total giving for the past year. npsspecialists.com 10 Nonprofit Software Specialists, LLC
Step 9. Configure Donors 2015 Giving 1. To start, click on the 2:Output tab. 2. Then from the Available Fields section on the left, select the fields you wish to include in the Output panel on the right (i.e. Primary Addressee, First Name, Last Name, Constituent ID, etc.). npsspecialists.com 11 Nonprofit Software Specialists, LLC
3. Add the Total Amount of Gifts (which appears under Query Fields ) from the Available Fields to the Output box. Note: If you want to add a different description than the Total Amount of Gifts_1, such as 2015, you can change it by: 1. Selecting Total Amount of Gifts_1 in the Output panel and right click (or control click). 2. Select Column Heading. 3. Type 2015 instead of Total Amount of Gifts_1 in the Column Header window. npsspecialists.com 12 Nonprofit Software Specialists, LLC
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Step 10. Configure Donors 2014 Giving Now that the donor s giving for 2015 will appear in the Output, 2014 giving will need to be added. 1. In the Available Fields panel, select Summary for Gift from the drop down, then select Total Amount of Gifts. 2. On the next window that appears, select NO. npsspecialists.com 14 Nonprofit Software Specialists, LLC
Step 11. Configure Gift Dates for 2014 Donors 1. On the next screen, select Gift Date from the Available Fields on the Filter tab. 2. Enter in the following values: a. Operator: between b. Value 1: 1/1/2014 c. Value 2: 12/31/2014 npsspecialists.com 15 Nonprofit Software Specialists, LLC
Step 12. Configure Gift Types for 2014 Donors Raiser s Edge: How To Query Constituent Giving With A Cumulative Total Including Soft Credits 1. Now select Gift Type from the Available Fields panel under the Filter tab. 2. On the new Gift Type window, set the Operator at one of and the following relevant Entries to include: Cash, Pay Cash, etc. npsspecialists.com 16 Nonprofit Software Specialists, LLC
Once you select OK, the following screen appears. npsspecialists.com 17 Nonprofit Software Specialists, LLC
If you want to add a different description than the Total Amount of Gifts_2, such as 2014. 1. You can select Total Amount of Gifts_2 in the Output panel and right click (or control click). 2. Select Column Heading. 3. Then type 2014 instead of Total Amount of Gifts_1 in the Column Header window. npsspecialists.com 18 Nonprofit Software Specialists, LLC
Step 13. Run the Query 1. Click on the Run Now button in the bottom right corner, then click on the 4:Results tab. Congratulations! You now have a Query that lists donors who have given a total of $2,500 or more to your organization this past calendar year. Your results should look something like the below. npsspecialists.com 19 Nonprofit Software Specialists, LLC