Constituent Export not pulling gifts between the specific date range

Chantel M Russ · October 9

Hi all,

Every year we pull an export with donors who give over a certain amount during the prior fiscal year that are associated with a group of campaigns. Also, included in the list are individuals who gave during the fiscal year even if the gift is associated with a prior campaign.

When I created the query, I used the dates from 7/1/2024-6/30/2025. In the export we used the same dates and all the giving amounts are correct but the giving history is not. I only see gifts from the years 2021, 2022, and 2023. Can someone explain why this may be happening? I have been working on this for the past two days and the same outcome. Should I update the query? Or am I missing something from the export? Any help with this would really be appreciated. Thank you so much!

Best,

Chantel

Lena Payne · October 9

try using brackets for all the criteria starting with OR and to the end

JoAnn Strommen · October 9

Query is just grouping together the records that you will use in Export. I'm assuming a person with the wrong giving history is in the output of your query.

So, that means something needs adjustment in your export. Are there gift date criteria set in the export? Go thru the output fields and check any where the "Criteria" tab at the bottom is an option. That's where I would start.

Alex Wong · October 11

@Chantel M Russ use of parenthesis does not ensure "better result". Your query is perfectly fine without parenthesis in this case (assuming all other conditions are correctly done). What you have is a Constituent query using summary of gift amount field twice:

Total amount of gift A $500+ (where you have sub criteria for sum of gift A)
OR
Total amount of gift B $500+ (where you have sub criteria for su m of gift B)

I think Lena just misalign-ed your sub criteria for total amount of gift and made that comment about parenthesis.

As stated by JoAnn, you used the query to "group" constituent that met the criteria of $500+ on total amount of gift A or B, when you go to Export (assuming constituent export) and try to output the gift, it is going to give you ALL gifts by the constituent regardless of date, unless you further filter gift date in Export.

Note about use parenthesis: it is important to use parenthesis when you need it, it's not optionally make result "better". you may want to take a read on this post I did a few months ago.

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Chantel M Russ · October 9

I finally figured it out. In the export, under Gifts the dates were incorrect. I pulled the list again and all the gifts with the date range appeared. Thank you so much!

Chantel M Russ · October 9

Also @Lena Payne if I add brackets will it ensure better results?

JoAnn Strommen · October 9

Also check to see that you have all the same gift types included and the same settings for soft-credits and Matching gifts.

Austen Brown · October 23

@Maya Rosman - You're my go-to Query person, any thoughts on this?

Constituent Export not pulling gifts between the specific date range

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