Step 1: Create the Receipting Query

To create the receipting query, follow the steps outlined below:

1. Click Queries / Reports in the top navigation bar

2. Click New Query

3. Enter the following configuration in the popup window:

   • Name - Provide an intuitive name for the query

   • Type - Configurable Joins

   • Category - Records

   • Base - Person

4. Click Save

Once established, the query execution options should be modified to retrieve all records each time the query is run and save the results history. To modify these settings:

1. Within the query, select Edit Properties 

2. Enter the following configurations in the popup window:

   • Limit Rows - Leave blank

   • Execution Option - Select "Retrieve all records and save result history"

   • Fetch Behavior - Ensure "Preserve where clause on fetch if required by one or more filters" is selected

   • Queue - Leave set to "None (default)"

   • Secondary Key - Leave blank

3. Click Save

What does this filter do?

This filter allows Slate to find only those records where a gift was created between the time the query is executed and when it completes its execution. This allows for the tracking of subquery criteria - enabling the same record to be returned in the query as long as the subquery criteria (like a gift) is new and hasn't been included in a previous query execution.

Step 3: Add Exports for Use in a Merge

With the filter added, Slate is now returning only those records where a new gift has been created since the last time the query was run. Exports must now be added to both properly identify both biographical information on the donor as well as return detailed information only on those gifts that were created since the last query run.

To return detailed information on new gifts, a subquery export must be added. This export will need to be filtered on the exact same criteria as the filter on the overall query in order to ensure only the appropriate gifts are returned. 

1. Add a new Subquery Export

2. Add an easy to understand name to the export, such as "Gift Details"

3. Add a Join to the Gifts table

4. Add a second Join from Gifts to Funds

5. Add any exports that will be referenced within the receipt. For example:

   • Gift Date

   • Literal (:)

   • Gifts Amount

   • Literal (--)

   • Funds Name

6. Configure the remaining elements of the subquery export:

   • Type - Dependent subquery

   • Output - Concatenate

   • Row Separator - \n (this will produce a line separated list of each gift that meets the filter criteria)

   • Row Offset - 1

7. With the basics of the exports added, a subquery filter must be added to ensure only the newly created gifts are displayed as exports. Add a Subquery Filter. 

8. Add the following exports:

   • Gifts Created Date

   • System Current Query Run Timestamp Start

   • System Current Query Run Timestamp Stop

9. Configure the elements of the subquery filter as follows:

   • Name - Provide an intuitive name, such as "Gift Created"

   • Type - Dependent subquery

   • Aggregate - Comparison

   • Field 1 - Gifts Created Date

   • Operator - between

   • Field 2 - System Current Query Run Timestamp Start

   • Field 2 End Range - System Current Query Run Timestamp Stop

10. If desired, add any additional filter criteria for the gifts (such as credit type, amount, etc.)

11. Click Save in the pop-up window.

12. Click Save