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Excluding first gift when querying

Sue Eddington

Hi All, is there a way to query on gifts but excluding first gift? I want to find out if people are buying merchandise during our ‘new donor journey’ but when I pull Appeal ID = merchandise' it is including their first gift (which was a shop purchase) I only want people to come out if their 2nd (or later) gift is merchandise. Any advice gratefully received! Thanks

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Comments

Faith Murray

I don't believe there is a way to filter out “first gift” from a gift summary in Query (or Export). You have a couple of options:

You can add a distinguishing mark to all “first gifts”. If you add a Gift Attribute/custom field or even a Gift Code, you can then use that field as an exclusion filter when you pull gift summaries. The drawback is that that will require some major initial cleanup, or else you can just go forward with the new system from where you are now.
Alternatively, you can give up on the idea of filtering out First Gift and perform a workaround. Export their merchandise First Gift amount, and then output their merchandise Total Summary amount. Export into csv/excel and then perform a formula comparison between the two columns, such as =A2-B2 or =if(A1>B1, "yes", "no").

Sue Eddington

Thanks Faith! That is a really great idea. Thankfully we have only just revamped the new donor journey so adding a flag to the records won't take long and will make reporting so much easier!