To set Advanced query options, select Tools, User Options from the menu bar and then select the Query tab. Selecting Advanced in the panel on the left will allow you to set these options.


The following query is used as an example in the explanation of each option:



Gifts, Gift Date between 1/1/2000 and 12/31/2000

AND Summary Information, Summary for Gift, Total amount greater than or equal to $500


Automatically apply all query criteria
 


When selecting a summary field, all the preceding filter fields you have selected automatically apply themselves to the summary field.
 


For example: You select Gifts, Gift Date between 1/1/2000 and 12-31-2000 as the first filter field in the query. You select Summary Information, Summary for Gift, Total amount greater than or equal to $500 as the second filter field. The total amount is calculated by adding together the gift amounts for all gifts with a gift date in the year 2000. Gifts made in any other year are not considered. If Steve Harrison gave $350 in 1999 and $150 in 2000, he is not selected in the query. This method is identical to how queries process in the Raiser's Edge version 6



Note: If you select the summary field first and then the gift field, the summary field won't associate itself with any other filter fields. The query selects records as if Do not automatically apply all query criteria is selected.



Do not automatically apply all query criteria



When selecting a summary field, all the preceding filter fields you have selected do not apply themselves to the summary field.

For example: You select Summary Information, Summary for Gift, Total amount greater than or equal to $500 as the first filter field in the query. You select Gifts, Gift Date between 1/1/2000 and 12-31-2000 as the second filter field. The total amount is calculated by adding together the gift amounts for all gifts regardless of the date range. The query is selecting all donors with a total lifetime giving of $500 or more who have given a gift in 2000. If Steve Harrison gave $350 in 1999 and $150 in 2000, he is selected in the query. If Marsha Jones gave $700 in 1999 but gave nothing in 2000, she is not selected because she did not give a gift in 2000.

 


Ask me each time I select a summary field



Every time you select a summary field, you are given a choice between the two options listed above.