How do I use the Analysis Query Tab?

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asked Mar 4, 2015 in How To by Admin
edited May 19, 2016 by Admin
commented Jan 11, 2016 by Sori
Then what report do I use to see the analysis?
commented Jan 11, 2016 by Admin
Any. This is a query.

1 Answer

answered May 19, 2016 by Admin
 
Best answer

Here you can query for people that gave multiple donations throughout the years. For example if you are looking for all the people that gave in at least 5 out of the last 8 years a pledge of greater than $1000. You would need to put by Amount (4) >= 1000, keep the Group By (5) at Year, by Times (6) enter >=5. Choose the companies and campaigns (8) you are targeting. Enter the from and to dates (7) and press on Include(8). Now if you only want to see Paid pledges just change Field (3) to Paid. This will group the years based on the date pledged. If you want to group by Payment date choose by the right side selection (2) Payments.

 

Please note you can also group by Month, Quarter or Week. So lets say you want to target anyone that gave in 8 of the last 12 quarters more than $100 you just fill in the correct criteria and press Include(8).

Added 5/19/16: You can also group by campaign. So lets say you want to target anyone that gave in 3 of the last 5 Dinner Campaigns more than $100 you just fill in the correct criteria and press Include(8).

 

 

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