Partner Giving Analysis

Partner Giving Analysis Documentation

Partner Giving Analysis [LIST]

Partner Giving Analysis [LIST]

Request

Endpoint

GET /api/v2/reports/partner_giving_analysis
Content-Type: application/vnd.api+json

Body

Parameters

Sorts

donation_period_average

Type Unknown

Description Sort contacts by average donation amount

Required No

donation_period_count

Type Unknown

Description Sort contacts by total number of donations in period

Required No

donation_period_percent_rank

Type Unknown

Description Sort contacts by percentage rank of total donations

Required No

donation_period_sum

Type Unknown

Description Sort contacts by total donation amount in period

Required No

first_donation_amount

Type Unknown

Description Sort contacts by first donation amount

Required No

first_donation_date

Type Unknown

Description Sort contacts by first donation date

Required No

last_donation_amount

Type Unknown

Description Sort contacts by last donation amount

Required No

last_donation_date

Type Unknown

Description Sort contacts by last donation date

Required No

name

Type Unknown

Description Sort contacts by name

Required No

total_donations

Type Unknown

Description Sort contacts by total donations

Required No

Filters

account_list_id

Type ID string

Description Filter by Account List; Accepts Account List ID

Required No

address_historic

Type boolean

Description Filter by Address No Longer Valid; Accepts values 'true', or 'false'

Required No

address_lat_lng

Type object with ne and sw lat lng pairs

Description Filter contacts with addresses located within the lat lng bounds. Hash should contain a ne and sw lat lng pair.

Required No

address_valid

Type boolean

Description Filter where address value is false; accepts "false"

Required No

alma_mater

Type string

Description Filter by alma mater; Accepts multiple parameters, with value 'none', or an alma mater name

Required No

anniversary

Type string

Description Filter where contact people have anniversary on date between provided date range

Required No

any_tags

Type boolean

Description When filtering by tags this specifies if the filter should match tasks with any of the filtered tags if "true" or only tasks with all of the filtered tags if "false"

Required No

appeal

Type ID string

Description Filter by Appeal; Accepts multiple parameters, with value 'no_appeals', or an appeal ID

Required No

appeal_status

Type ID string

Description Filter by Pledge Status. One of excluded, asked, not_received, received_not_processed, or processed. Must be used with appeal filter.

Required No

birthday

Type string

Description Filter where contact people have birthday on date between provided date range

Required No

church

Type string

Description Filter by Church; Accepts multiple parameters, with value 'none', or a church name

Required No

city

Type string

Description Filter by City; Accepts multiple parameters, with value 'none', or a city name

Required No

contact_info_addr

Type string

Description Filter by where contact has address; Accepts values 'Yes', or 'No'

Required No

contact_info_email

Type string

Description Filter where contact people has an email; Accepts values 'Yes', or 'No'

Required No

contact_info_facebook

Type string

Description Filter where contact people has a Facebook Profile; Accepts values 'Yes', or 'No'

Required No

contact_info_mobile

Type string

Description Filter where contact people has a mobile phone; Accepts values 'Yes', or 'No'

Required No

contact_info_phone

Type string

Description Filter where contact people has a phone; Accepts values 'Yes', or 'No'

Required No

contact_info_work_phone

Type string

Description Filter where contact people has a work phone; Accepts values 'Yes', or 'No'

Required No

contact_type

Type string

Description Filter by Type; Accepts multiple parameters, with values 'person', and 'company'

Required No

country

Type string

Description Filter by Country; Accepts multiple parameters, with values 'none', or a country

Required No

created_at

Type date

Description Filter contacts that were created in this date range

Required No

designation_account_id

Type string

Description Filter by Designation Account; accepts multiple parameters, separated by comma

Required No

donation

Type string

Description Filter by Gift Options; Accepts multiple parameters, with values 'none', 'one', 'first', and 'last'

Required No

donation_amount

Type string

Description Filter by Exact Gift Amount; Accepts multiple parameters, with values like '9.99'

Required No

donation_amount_range

Type Object

Description Filter by Gift Amount Range; Accepts object with max and min keys with decimal values { "max": "9.99", "min": "0.99" }

Required No

donation_date

Type string

Description Filter by Gift Date; Accepts date range with text value like 'MM/DD/YYYY - MM/DD/YYYY'

Required No

donation_period_average

Type Object

Description Filters by donation period count; Accepts hash with min and max decimal values

Required No

donation_period_count

Type Object

Description Filters by donation period count; Accepts hash with min and max decimal values

Required No

donation_period_percent_rank

Type Object

Description Filters by donation period count; Accepts hash with min and max decimal values

Required No

donation_period_sum

Type Object

Description Filters by donation period count; Accepts hash with min and max decimal values

Required No

exclude_tags

Type string

Description Filter contacts that have any of the tags included in this filter; comma separated value for multiple

Required No

gave_more_than_pledged_range

Type date

Description Filter where contact gave more than they pledged within the provided date range

Required No

ids

Type ID string

Description Filter contacts with ids included in this filter; comma separated value for multiple

Required No

late_at

Type Unknown

Description Filter contacts by the date at which the contact started being late on payments

Required No

likely

Type string

Description Filter by Likely To Give; Accepts multiple parameters, with values 'none', 'Least Likely', 'Likely', and 'Most Likely'

Required No

locale

Type string

Description Filter by Language; Accepts multiple parameters,

Required No

metro_area

Type string

Description Filter by Metro Area; Accepts multiple parameters, with values 'none', or a metro area name

Required No

name_like

Type string

Description Filter where contact name starts with the provided value

Required No

newsletter

Type string

Description Filter by Newsletter Recipients; Accepts values 'none', 'all', 'address', 'email', and 'both'

Required No

next_ask

Type string

Description Filter by Next Ask date within the provided date range

Required No

no_appeals

Type boolean

Description Filter where contact has asked specifically not to receive appeals; accepts "true"

Required No

not_ids

Type ID string

Description Filter where contact id is not apart of the provided list of ids; accepts comma separated ids

Required No

notes

Type string

Description Filter contacts with note contents; accepts hash with wildcard_note_search parameter { "wildcard_note_search": "value to search by" }

Required No

opt_out

Type string

Description Filter where at least one contact person has opted out from email; Accepts values 'Yes', or 'No'

Required No

organization_id

Type ID string

Description filter where contact's account list has a designation account belonging to an organization; Accepts IDs separated by comma

Required No

pledge

Type string

Description Filter contacts by pledge status. completed, outstanding, pending

Required No

pledge_amount

Type string

Description Filter by Pledge Amount; Accepts multiple parameters, with values like '100.0'

Required No

pledge_amount_increased_range

Type date

Description Filter where Pledge Amount increased in the provided date range

Required No

pledge_currency

Type string

Description Filter by Pledge Currency; Accepts multiple parameters, with values like 'USD'

Required No

pledge_frequency

Type string

Description Filter by Pledge Frequency; Accepts multiple parameters, with numeric values like '0.23076923076923' (Weekly), '0.46153846153846' (Every 2 Weeks), '1.0' (Monthly), '2.0' (Every 2 Months), '3.0', '4.0', '6.0', '12.0' (Yearly), and '24.0' (Every 2 Years)

Required No

pledge_late_by

Type string

Description Filter by Late By; Accepts values '', '0_30' (Less than 30 days late), '30_60' (More than 30 days late), '60_90' (More than 60 days late), or '90' (More than 90 days late)

Required No

pledge_received

Type string

Description Filter by Pledge Received; Accepts values 'true', or 'false'

Required No

primary_address

Type string

Description Filter contacts with addresses in particular state; accepts comma separated values of either 'primary', 'active', 'inactive', 'null'

Required No

referrer

Type string

Description Filter by Referrer; Accepts multiple parameters, with values 'none', 'any', or a Contact ID

Required No

referrer_ids

Type Unknown

Description Filter by Referrer ID; Accepts Comma separated list of Contact IDs

Required No

region

Type string

Description Filter by Region; Accepts multiple parameters, with values 'none', or a region name

Required No

related_task_action

Type string

Description Filter by Action; Accepts multiple parameters, with values 'none', or an activity type like 'Call'

Required No

source

Type string

Description Filter by Source; Accepts multiple parameters

Required No

starred

Type string

Description Filter by starred, is either selected or unselected

Required No

started_giving_range

Type date

Description Filter where contact started giving in the provided date range

Required No

state

Type string

Description Filter by State; Accepts multiple parameters, with values 'none', or a state

Required No

status

Type string

Description Filter by Status; Accepts multiple parameters, with values 'active', 'hidden', 'null', 'Never Contacted', 'Ask in Future', 'Cultivate Relationship', 'Contact for Appointment', 'Appointment Scheduled', 'Call for Decision', 'Partner - Financial', 'Partner - Special', 'Partner - Pray', 'Not Interested', 'Unresponsive', 'Never Ask', 'Research Abandoned', and 'Expired Referral'

Required No

status_valid

Type string

Description Filter by Status Valid; Accepts values 'true', or 'false'

Required No

stopped_giving_range

Type date

Description Filter where contact stopped giving in the provided date range

Required No

tags

Type string

Description Filter by Tags; Accepts multiple parameters, with text values separated by comma

Required No

task_due_date

Type string

Description Filter by Due Date; Accepts date range with text value like 'MM/DD/YYYY - MM/DD/YYYY'

Required No

tasks_all_completed

Type boolean

Description Filter where contact's tasks have completed set to true; accepts "true"

Required No

timezone

Type string

Description Filter by Timezone; Accepts multiple parameters

Required No

updated_at

Type date

Description Filter contacts that were updated in this date range

Required No

user_ids

Type ID string

Description Filter contacts with user_ids included in this filter; comma separated value for multiple

Required No

wildcard_search

Type string

Description Filter contacts where name contains this filter

Required No

Response

Headers

Content-Type: application/vnd.api+json; charset=utf-8
200 OK

Body

{
  "data": [
    {
      "id": "7957772d-7ea5-459b-86d4-8a9675363e8d",
      "type": "contacts",
      "attributes": {
        "created_at": "2021-11-23T14:38:26Z",
        "donation_period_average": "9.99",
        "donation_period_count": 1,
        "donation_period_percent_rank": 1.0,
        "donation_period_sum": "9.99",
        "first_donation_amount": "9.99",
        "first_donation_currency": "ZAR",
        "first_donation_date": "2021-11-23",
        "last_donation_amount": "9.99",
        "last_donation_currency": "ZAR",
        "last_donation_date": "2021-11-23",
        "name": "McKenzie, Winfred",
        "pledge_currency": "USD",
        "total_donations": "9.99",
        "updated_at": "2021-11-23T14:38:26Z",
        "updated_in_db_at": "2021-11-23T14:38:26Z"
      }
    }
  ],
  "meta": {
    "pagination": {
      "page": 1,
      "per_page": 25,
      "total_count": 1,
      "total_pages": 1
    },
    "sort": null,
    "filter": {
    }
  }
}

Fields

data

Type [Contact]

Description An array of Contacts

Last updated