Start your Query:
  1. From Analysis, Click Information Library
  2. Click Add an Ad-hoc Query
  3. Select the Source View of Sales Orders, Click Ok
Add Parameters to Include records where:
  1. To filter on Online Sales. On the left click Sales Order. From the middle drag Sales Method Type to Include Records Where and set equal to Online Sales.
  2. To filter on Donations. On the left click Sales Order Item. From the middle drag Type to Include records where and set equal to Donation.
  3. (Optional) To filter on Orders between certain dates. On the left click Sales Orders. From the middle drag Transaction date to Include records where and set between X and Y.
Add Fields to Results fields to display:
  1. To output the order date: In the left column, select Sales Order. From the middle column, drag Transaction date into Results fields to display.
  2. To output the Constituent's name: In the left column, select Constituent. From the middle column, drag Name into Results fields to display.
  3. To output the Amount: In the left column, select Sales Order Item. From the middle column, drag Net amount to Results fields to display.
  4. To output any comments made online: In the left column select Notes. From the middle column, drag Notes into Results fields to display.
  5. To output the designation: In the left column, expand Sales Order Item, expand Sales Order Item Donation, then select Designation. From the middle column, drag Public Name to Results fields to display.
Save your query
  1. Click the Set Save Options tab
  2. Name your query
  3. If you will be using this query elsewhere in Altru, click to Create a Selection
  4. Save and Close