>From a fundraising standpoint, it would be really helpful to have an ebase
field that calculated total giving over most recent 12 months and not have
to change the setup every time. (I sent a similar query earlier (see
below)). Just something to ponder next time you're considering ways to
improve the program . . .
1. We'd like to include in our renewal ltr how much in total the donor has
given (in both dues and contributions) over the most recent 12 month period
(not calendar year, or fiscal year) so we can at least try to maintain
donors at that same level by reminding them of the level they're already
giving at. But I can't figure out how to do a query like this?
-----Original Message-----
From: Walt Daniels [mailto:[EMAIL PROTECTED]]
Sent: Sunday, March 04, 2001 3:33 PM
To: TechRocks Support
Subject: [support] RE: Query Assistance... please
Unless I missunderstand your problem, it is completely straight forward. I
went to the Payment entry screen and put the date range in the Post Date
field and >=100 in the amount field (assuming you don't want to find someone
who gave $99.50). This does not get people who gave a bunch of small
donations that total more than $100. Changing the fiscal year trick only
works if you want to deal with exactly one year's worth of data. That would
allow you to get the sum of small donations. Going beyond this almost
certainly requires writing a script or doing the date ranges in 1 year
pieces.
> -----Original Message-----
> From: Jeremy Marin [mailto:[EMAIL PROTECTED]]
> Sent: Friday, March 02, 2001 11:30 AM
> To: TechRocks Support
> Subject: [support] Query Assistance... please
>
>
> Our organization has been struggling with e-base for some time now and
> consistently have problems. If anyone who can help with our current
> problem I will be eternally grateful.
>
> I am trying to find donors who have:
> donated between 1/1/1998...3/2/2001, and,
> donated more than $99.
>
> I have entered these items in the query form, view #2 (date in the "post
> date" field, dollar amount attempted in both the "amount" field and the
> "max gift" field.) No success. I keep pulling up people who have donated
> less than $99 in that time frame.
>
> I have tried the same within the "Find" "Payments" screens, again, no
> luck.
>
> Reviewing past questions on the listserv a similar question was answered
> saying that a "tricky" way to do it is by changing the "definition of
> fiscal year to the desired calendar range in the setup file." but I do not
> know how to do this. Obviously, if there is an easier way to fix this I
> would prefer that.
>
> It seems that this SHOULD be a simple query which organizations must ask
> regularly.
>
> Thank you for all help/suggestions,
>
> Jeremy
> [EMAIL PROTECTED]
>
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