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SPF Query Request

  • SPF - Query Request Form
    Please provide as much information about your request as possible to ensure that your data is pulled accurately. If you are not familiar with pulling data or using this form, please schedule a meeting to discuss your needs.
    Please allow the appropriate amount of time to work through your data needs from the start of your project through to your deadline.
     

  • Please allow a minimum of 5 working days to pull your data.
    MM slash DD slash YYYY
  • Data will be pulled by the EOD on date indicated.
    MM slash DD slash YYYY


  • By default, if you do not select a specific gift type, it will be excluded from your query output


  • Indicate the appropriate calculation you would like your query to be based on
  • Please confirm the date range for the value you have indicated above. For example:
    • Last gift date of March 1, 2019 to present
    • Cum giving from FY17 to FY21
    • Cum giving in CY 2020

  • By default, your query will include all available funds, unless you provide a specific Fund Name and ID(s)

  • By default, if you do not select a specific Board or Governance option, it will be excluded from your query output
  • Please include any groups not indicated above in the comments if you would like them included

  • By default, if you do not select a specific Family or Contact option, it will be excluded from your query output
  • Please include any groups not indicated above in the comments if you would like them included

  • Please indicate any additional attributes you would like in the comments section

  • Please select the appropriate exclusions to remove these records from your query

  • Please indicate the option below for exporting your query, noting that custom exports will require more time to process
  • See a list of Standard Export options
  • Please indicate any additional fields required in the comments section; if your additional fields are extensive, please set up a meeting to review

  • Please complete this section with any information necessary to pull your query, if it is not already indicated above