How-to
How to Get Ad-Hoc Query Results From Altru Without Writing API Code
You’ve built the perfect ad-hoc query in Altru. It pulls exactly the members, donors, or ticket buyers you need. Now someone on the marketing side, or a board dashboard, or a volunteer coordinator’s spreadsheet, needs those results too, and preferably without anyone opening Altru and clicking export every Monday morning. The natural next question is:
Using Altru OData Feeds After MFA: Why Refreshes Fail and What to Do
The refresh worked fine for months. Then multi-factor authentication was switched on for your Blackbaud sign-in, and the Excel workbook or Power BI report pulling from an Altru query’s OData feed started throwing credential errors. Nobody changed the query. Nobody changed the report. The only thing that changed was how you prove who you are.
How to Get Altru Query Data into Google Sheets (and Keep It Current)
Somebody on the leadership team wants a live view of membership sales in a Google Sheet. Your marketing coordinator wants this week’s new members in a shared tab. The finance lead wants daily admissions without logging into Altru. The data is all sitting in Altru queries, so the question is how to get it from
Which Altru Queries to Build for Power BI (and How to Design Them)
Power BI works best when you feed it a few clean, narrow tables and let it do the joining and summing. Altru queries can supply those tables, but only if you build them for that job. A query that looks fine as a staff report, with one row per constituent and a dozen smart fields,
How to Use SUM, MAX and AVERAGE in Altru Reports and Queries
“What was our average gift last year, what was the largest, and what did the spring appeal bring in?” Three simple numbers. In a spreadsheet you’d type =AVERAGE, =MAX and =SUM and be done in a minute. In Altru, getting the same answers depends on where you ask the question, and the wrong choice gives
How to Query Net Revenue by Payment in Altru (Not by Sales Order)
Finance asks a simple question: how much money actually came in, payment by payment, after refunds? You build a query on sales orders, export it, and the numbers don’t tie to the deposit. One order shows its full amount even though half of it was refunded last week. Another order was paid with two cards,
Revenue vs. Revenue Application Queries in Altru: Which to Use
You build a query to total last month’s donations, run the same idea from a different source, and get two different numbers. Neither is broken. In Altru, the Revenue and Revenue Application query sources answer different questions, and picking the wrong one is the most common reason a revenue report “doesn’t match.” Here is how
How to Show Multiple Gifts as Separate Columns in an Altru Query
You build a constituent query, add gift date and amount from revenue, and the results balloon: one donor who gave four times now shows up on four rows. What you actually wanted was one row per person with Gift 1, Gift 2, Gift 3 across the page, the way a board report or a solicitation
Entry Date vs Gift Date vs Transaction Date in Altru Queries
Two people pull “December donations” from Altru and come back with different totals. Neither query is broken. One filtered on the date the gift was given, the other on the date someone typed it in. In January, when year-end checks are still arriving and the batch backlog is real, that gap can be thousands of
How to List All Saved Queries in Altru and Build a Query Inventory
After a few years in Altru, the query list gets crowded. You’ll find three versions of “Members expiring next month,” a “TEST – do not use” from a staff member who left two years ago, and a donor query that turns out to drive the year-end appeal. Before you can clean any of that up,
