Begin your query:
  1. Navigate to Analysis, then click on Information library
  2. Click Add an ad-hoc query
  3. Select the source view of Sales Orders and click OK

Add fields to Include records where:
  1. In the left column, select Application User. From the middle column, drag Application User records into Include records where. Set Equal to the user's First and Last name.
  2. (Optional) If we need to filter on a specific date range: In the left column, select Sales Orders. From the middle, drag Transaction date into Include records where. Set Equal to your date range.
  3. (Optional) To filter on a specific type of transaction, such as Membership: In the left column, select Sales Order Item. From the middle, drag Type into Include records where. Set Equal to your Type.

Add fields to Results fields to display:
  1. Sales order Lookup ID is included in the results of a Sales Order source view by default.
  2. To see total Sales Order Amount: In the left column, select Sales Orders. From the middle, drag Amount into Results fields to display.
  3. To see Amount per item: In the left column, select Sales Order Item. From the middle, drag Net Amount into Results fields to display.
    • Note: If you choose to use the SUM feature on this line, keep in mind that the Summarize tool does not exclude Suppressed duplicate rows. If you are suppressing duplicate rows (on the Set save options tab of the query), using the SUM feature may inflate the total number. Instead, we recommend exporting your results to CSV and use the AutoSum tool in Excel to remove any potential duplicate rows from being included in the total. To see this become a future feature of Altru, please vote for this Idea here.
  4. To see Constituent name: In the left column, select Constituent. From the middle, drag Name into Results fields to display.
  5. To see Transaction date: In the left column, select Sales Orders. From the middle, drag Transaction date into Results fields to display.

Save your query:
  1. Click Set save options tab
  2. Name your query
  3. Save and Close

Here is an example of what your final query may look like:
User-added image