The query tool can be used to find contacts based on their payment history and this will filter based on any successful payment regardless of the payment type, campaign or GL Code. For more specific criteria on the type of payments, please use the Vega preset query "All Contributors Donating More Than Defined Amount Between Dates'.
To add payment criteria in your query, navigate to the Payment Values tab
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- There are three sets of options in the Payment Values for standard, Team and Fundraiser, each with 8 different options to use
- Each of these, except None, will automatically add an output column in the query results to display the information.
- Please Note- The payment output columns on the Output Columns tab will display data for that contact for their whole period, the specific column added from one of these filters will display data for the date range specified
| Payment Value | Explanation | Output column |
| Any | This will result in a row for each payment from the contact matching the criteria. For example, Any from $0- $1000 from 01/01/2020- 01/08/2020 could result in one contact appearing multiple times, for each payment made during this time period | PayAmount |
| Average | This can be used to find all contacts with certain average payment criteria. The average payment is calculated by their total payments divided by their donation count | AvgAmt |
| Count | This is used to find contacts with certain criteria on the number of payments they have made | TransCount |
| First | This is used to include criteria based on a contact's first payment, by pay date | FirstAmt |
| Highest | This is used to include criteria based on a contact's highest payment value | MaxAmt |
| Last | This is used to include criteria based on a contact's last payment, by pay date | LastAmt |
| None | This is used to find contacts who have not made any payments | |
| Total | This can be used to find contacts based on their total giving, between amounts in a specified date range. This can commonly be used instead of Any when the individual payment amounts are not required information | TotalAmt |
- These will each open a new window to allow you to set the amount from, to and payment date from and to
- All filters require both dates and both amounts to function correctly. A default start date of 01/Jan/1900 can be used if wanting to query on entire date range
- The same filters for Team and Fundraiser are used for specific Supporter-led Fundraising payments, when a contact has done peer to peer fundraising and received payments in return of their fundraising efforts
- These act in the same way but will only give results for payments that are shown as fundraised by the contact:
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- When payment criteria have been added to your query it will show on the left-hand side, underneath the output columns. You can click to open the criteria from here and make any necessary changes or remove the filter
- Ensure you save your query before leaving the query tool
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