Overview of the project:

This project is for improving code that enhances the search function in Kardia’s CRM(Customer Relationship Management) User Interface. Advanced search function allows us to search based on giving history with different criterias for donor’s giving. For example, with this function, we can filter results based on different criteria for giving history such as giving amount, monthly average amount, giving interval, lapsed days, Current status, and Changes. After the search is done,

donors with gifts that meet the criteria gets returned on the left UI. Then, we can click each donor and see the donor’s giving pattern per fund and giving pattern for overall giving.

Uses of the Analytics:

Right now the primary uses of the analytics are on end-of-year donor reports and when using Kardia's advanced search feature.

In the advanced search feature, there is a mix of overall descriptives (a_descriptives table) and giving history descriptives (a_descriptives_hist table) used when filtering by analytics data.

Here is a summary of where each type of descriptive is used:

• Summary of analytics that use table a_descriptives partially or wholy:

• min and max total giving

• min and max average monthly giving

• min and max total gift count

• status

• changes: last gift (gift has to be lapsed)

• Summary of analytics that use table a_descriptives_hist partially or wholy:

• searching requires a hist entry to, at minimum, overlap start and end dates when they are provided

• min and max gift amount