Allow households total giving in query and export on one line

There should be a total household giving field in query and export that will allow the household to be on one line in the results without using the addressee and salutations field

  • Guest
  • Jul 13 2017
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  • Guest commented
    July 13, 2017 16:48

    This is a must and would save so much time for RE users. I am all in favor!

  • Guest commented
    July 13, 2017 15:16

    Yes, this needs to be added to RE.  Currently, users are unable to pull spouse giving together in a query or export.  In order to accomplish combined giving, the export has to be pulled using the addressee/salutation fields, then use this information to de-dupe the spreadsheet.  This can be accomplished by adding a fourth option under "Head of Household Processing" in export, something like "Combine Spouse Giving" or similar.  This can also be accomplished in Query by adding an option under "Summary" information, like "combine spouse giving" or similar.  Thank you for considering this improvement!