Research Point question?

Anne Bennett
Anne Bennett
Eighth Anniversary Participant Facilitator 1 Loyalty Badge
in ResearchPoint™ General Discussions

RP auto-created a household (group) record containing both spouses when I added a list using a static RE query. It will only count assets held in common once when calculating giving capacity which is what I need because we work with prospects and donors by household, loading joint capacity information on the head of household's record. I'm trying to figure out how to get at the major giving capacity value on these joint household records in order to export it. So far I've not figured out where it's located in Query. If anyone else has done this I'll appreciate any advice you can offer. Thanks!

Comments

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 December 2025 Monthly Challenge First Reply

    @Anne Bennett discussion moved to ResearchPoint forums, but if you don't get an answer in a timely manner, feel free to ask me to move it back to RENXT.

  • Anne Bennett
    Anne Bennett
    Eighth Anniversary Participant Facilitator 1 Loyalty Badge
    3f8e6efde07c52d7ded0ae4b1e8d462a-huge-im

    @Anne Bennett I think I figured it out myself - posting in case someone else needs it. There is an option in Ad-hoc query to base the query on household as seen here.

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