Altru Ideas

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Ability to limit Sales Order Amount output to specific program in Query

I'm trying to create a query of patrons who regularly attend one specific program type so we can send a targeted message soliciting them to become members, but I want to make sure they have met a minimum revenue threshold on tickets for that specific program in the past 12 months. However, when I use the "SUM" function on the Sales Order Amount in the output section of query I am getting completely incorrect totals (inflates the total spent past what they have paid for ALL Sales Orders on their record, not just the program I'm searching on).


Would love it if Query was smart enough to see that I've limited the "include records where" to records with tickets purchased for that specific program record and then only showed output related to those specific sales order transactions without listing the total times the # of tickets (ie. totals Sales Order Amount for each order linked to Film Screening program ($24+$36+$24) rather than calculating total Order Amount times the number of tickets purchased ($24 x 2 tickets + $36 x 3 tickets + $24 x 2 tickets)).



  • Stephanie Dunham
  • Jun 25 2024
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