Summary Fields

Summary fields let you query totals from the constituent records, like the total amount given or the total number of actions. Summary fields include aFilter tab so you can select filters to define what is included in the summary.

Note: Summary filters are only available for Constituent, Individual, Organization, Appeal, Campaign, and Fund queries.

Add summary fields to a query

1. Open the query editor.

2. Navigate to Criteria, Output, Sort.

3. From the list of available fields, select Summary information.

4. Select a summary field.

Tip: If your query includes related filter criteria, you'll see a prompt to apply it ti the summary field. For example, if your query includes a gift filter, you can apply that criteria to a gift summary field.

5. Under Criteria, select an operator and a value.

Note: The Criteria tab only appears for summary fields added under Criteria on the query editor.

6. Under Filter, select the filter that defines the records to include in the total.

Note: You can view selected summary fields from the Criteria, Output, and Sort tabs under Query Fields. For more information, see View a query’s applied fields.

7. Select OK.