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SPF Query Request

"*" indicates required fields

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
Request submitted by:*
Department:*
Priority*

Purpose*

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

Gift Value to include*

Gift summary by*
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)

Board & Governance to include*
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

PHC Family and Key Contacts to include*
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

Additional Donor or Gift Attributes to include
Please indicate any additional attributes you would like in the comments section

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

Export Options*
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