How to determine donors that haven't given in a certain year?

Rosa Valdes

Hi there,


I've made a query where the summary amount equals 0, but its pulling information from the spouse making it look like these households have not given this year, even if I know they have.


Thoughts on what I can input in the query, to narrow these down?


Rosa

Dariel Dixon

Have you tried looking in the query options under gift processing, and tried to credit soft credits to both? I think that may help.


Also, which summary are you using, Total amount of gifts or total number of gifts. It seems like it shouldn't matter, but I have seen cases where it does (ie. adjustments, write-offs).

Rosa Valdes

Thank you Dariel Dixon‍ I couldn't find that under gift options, but I will give it another shot. Its better than where I was last. lol