Find First Time Donors to a Specific Fund

In order to find new donors to a particular Campaign, Fund or Appeal (not first time donors to organization) we will need to set up two queries and then do a compound query in order to get the results. 
In this example we will go through a scenario to find accounts that donated to the Annual Fund for this first time this year. Your organization can customize based on the time time frame and other criteria, such as a specific Fund, Campaign, or Approach.

Query 1: All donors to the Annual Fund this year
  1. Click Queries > Manage Queries
  2. Select a category that you want to store this query in
  3. Select New Query under the tasks menu
  4. Name the query (All donors to Annual Fund this year)
  5. Set the Starting criteria to Base/All Constituents
  6. Set the Data Return Type to Journal Entries
  7. Under Criteria Matching select Match Each Criteria
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
  9. Fill in a date range or select This Year from the range type drop down
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click on Individual Transaction Received
  11. Fill in Greater Than or Equal To .01
  12. Select Commonly Used Fields from the Browse Fields drop down menu and click on Funds
  13. Mark Annual Fund
  14. Click Save and View Queries
Query 2: All donors to the Annual Fund before this year
  1. Click Queries > Manage Queries
  2. Select a category that you want to store this query in
  3. Select New Query under the tasks menu
  4. Name the query (All donors to Annual Fund before this year)
  5. Set the Starting criteria to Base/All Constituents
  6. Set the Data Return Type to Accounts
  7. Under Criteria Matching select Match Each Criteria
  8. Select Commonly Used Fields from the Browse Fields drop down menu and click on Journal Entry Date
  9. Fill in a date range. Leave the start date blank and fill in the end date as the day before the start of "this year"
  10. Select Commonly Used Fields from the Browse Fields drop down menu and click on Individual Transaction Received
  11. Fill in Greater Than or Equal To .01
  12. Select Commonly Used Fields from the Browse Fields drop down menu and click on Funds
  13. Mark Annual Fund
  14. Click Save and View Queries
Query 3: Compound Query
  1. Click Queries > Manage Queries
  2. Select a category that you want to store this query in
  3. Select New Compound Query under the tasks menu
  4. Name the query (Donors to the Annual Fund for the first time this year)
  5. Set the Data Return Type to Journal Entries
  6. Mark Subtract
  7. Query 1: Select the Category and Query of your “All donors to the Annual Fund this year - JE
  8. Query 2: Select the Category and Query of your “All donors to the Annual Fund before this year - A
  9. Save And Preview

Environment

 eTapestry

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