New to Query? Check out Getting Started with Query (PDF) to understand basic concepts and create your first query—all in a matter of minutes!
 

To automatically create a query on Fund ID with the criteria set to <ask>, install the sample query.

To find constituents who gave to that fund(s) regardless of giving to another fund: 
  1. Create a Constituent query
  2. On the Criteria tab, select:
    Gifts, Fund, Description one of [the name of the fund] 

To find constituents who gave only to a specific fund(s):
  1. Create a Constituent query (Query A). On the Criteria tab, select: Gifts > Funds > Description equals [the fund in question].
  2. Create another Constituent query (Query B). On the Criteria tab, select: Gifts > Funds > Description one of [all other funds].
  3. Merge the queries. Query A is the primary. Query B is the secondary. SUB is the operator. 
OR
  1. Create a Constituent query 
  2. On the Criteria tab, select:
    Summary Information* > Summary for Gift > Total Number of Gifts Greater than or equal to 1  
  3. On the Filters tab within Summary Information, select:
    Funds > Fund ID equals [Fund the constituent gave to]
  4. Back on the Criteria tab, select:
    Summary Information* > Summary for Gift > Total Number of Gifts equals 0
  5. On the Filters tab within the Summary Information criteria for step 4, select:
    Funds, Fund ID one of [all Funds except the Fund the constituent gave to]
  6. Select the appropriate fields on the Output and Sort tabs
  7. Select the Results tab to view records that meet criteria

* For more information on selecting and filtering Summary Information fields in query, refer to BB237530.


To find constituents who gave to multiple specific funds:

  1. Create a Constituent query
  2. On the Criteria tab, select Gifts > Fund > Fund ID one of Fund A, Fund B 
  3. Mark the Each record must meet all specified criteria checkbox

To query on constituents who have not given to a specific fund:

  1. Create a Constituent query
  2. Filter on Gifts, Funds, Description does not equal [the fund]

OR

  1. Create a query with no criteria, Query A
  2. Save and close the query
  3. Create a second query for the constituents who gave to the specific fund
  4. Merge the queries using the SUB operator. Query A is the Primary Query, and Query B is the Secondary Query. 

OR

  1. Run the Non-Contributors Report
  2. On the General tab, mark Create an output query
  3. On the Filters tab, select the appropriate fund
  4. Print or preview the report and save the output query

OR

  1. Create a Constituent query
  2. On the Criteria tab, select:
    Summary Information*, Summary for Gift, Total Number of Gifts equals 0. On the Filters tab, select:
    Gift Information, Funds, Description equals [the fund]
    * Refer to How to use Summary Information query filters 

To find gifts to specific funds:
  1. Create a gift query.
  2. On the Criteria tab, select:
    Gift Information, Gift date between [date range]
    AND Funds, Fund ID equals [fund]