Summary Fields

Summary fields allow you to query on totals from the constituent record, such as the total amount given or the total number of actions. Summary fields have their own Filter tab so you can select filters to further define what is included in the summary.

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

  1. From the query editor, under Criteria, Output, and Sort, select Summary Information from the list of available fields to view summary fields for the query.

  2. Select a summary field.

    Tip: If you have related filter criteria in your query, you’ll be prompted to apply it to the summary field. For example, if your query contains a gift filter, you can apply that criteria to a gift summary field.

  3. Under Criteria, select an operator and value.

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

  4. Under Filter, select filter which records count towards 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.

  5. Select OK.