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Our favorite analytical views for Luminate Online
Our favorite analytical views for Luminate Online

Check out default views created by the Bytespree team designed to streamline donor and donation analysis for Luminate Online data.

Trent Johnson avatar
Written by Trent Johnson
Updated over 2 years ago

Easily understand your organization's sustainers with byt_recurring_donation_summaries

WITH recurring_gift_summaries AS (
select
("Donation"->'Donor'->>'ConsId')::bigint as constituent_id,
("Donation"->'RecurringPayment'->>'OriginalTransactionId')::bigint as original_transaction_id,
MAX(("Donation"->'Payment'->>'PaymentDate')::timestamp) as last_payment_date,
MAX(("Donation"->'RecurringPayment'->>'NumberOfPayments')::bigint) AS number_of_payments
FROM donations
WHERE
UPPER("Donation"->'RecurringPayment'->>'Type') = 'SUSTAINING'
GROUP BY
("Donation"->'Donor'->>'ConsId')::bigint,
("Donation"->'RecurringPayment'->>'OriginalTransactionId')::bigint
order by ("Donation"->'RecurringPayment'->>'OriginalTransactionId')::bigint
)

select
rgs.*,
c."Constituent"->'ConsName'->>'FirstName' as first_name,
c."Constituent"->'ConsName'->>'LastName' as last_name,
c."Constituent"->>'PrimaryEmail' as primary_email,
(c."Constituent"->>'AcceptsEmail')::boolean as accepts_email,
c."Constituent"->'HomeAddress'->>'Street1' as home_address_street1,
c."Constituent"->'HomeAddress'->>'Street2' as home_address_street2,
c."Constituent"->'HomeAddress'->>'City' as home_address_city,
c."Constituent"->'HomeAddress'->>'State' as home_address_state,
c."Constituent"->'HomeAddress'->>'Zip' as home_address_zip
from constituents c
join recurring_gift_summaries rgs on (c."Constituent"->>'ConsId')::bigint = rgs.constituent_id

Quickly report on fundraising objectives or finely segment audiences for retargeting with byt_donor_summaries

Note: This view requires view byt_recurring_donation_summaries to be present.

Note: This view performs numerous calculations. You should consider creating this view as a materialized view to boost performance.

WITH simple_donations AS (
SELECT
(donations."Donation"->'Payment'->>'Amount')::numeric AS donation_amount,
(donations."Donation"->'Donor'->>'ConsId')::bigint AS constituent_id,
(donations."Donation"->'Payment'->>'CreationDate')::timestamp without time zone AS donation_date
FROM donations
), simple_constituents AS (
SELECT
constituents.dmi_id,
constituents.dmi_status,
constituents.dmi_deleted,
constituents."ConsId"::bigint AS consid,
constituents."Constituent"->>'PrimaryEmail' AS email,
constituents."Constituent"->'ConsName'->>'LastName' AS lastname,
constituents."Constituent"->'ConsName'->>'FirstName' AS firstname,
constituents."Constituent"->'HomeAddress'->>'Zip' AS zipcode,
constituents."Constituent"->'HomeAddress'->>'City' AS city,
constituents."Constituent"->'HomeAddress'->>'State' AS state,
constituents."Constituent"->'HomeAddress'->>'Street1' AS street1,
constituents."Constituent"->'HomeAddress'->>'Street2' AS street2,
constituents."Constituent"->>'AcceptsEmail' AS acceptsemail,
constituents."Constituent"->>'EmailStatus' AS emailstatus
FROM constituents
), donor_giving_summaries AS (
SELECT
SUM((donations."Donation"->'Payment'->>'Amount')::numeric) AS total_amount,
MIN((donations."Donation"->'Payment'->>'PaymentDate')::date) AS first_gift_date,
MAX((donations."Donation"->'Payment'->>'PaymentDate')::date) AS last_gift_date,
(donations."Donation"->'Donor'->>'ConsId')::bigint AS constituent_id,
MAX((donations."Donation"->'Payment'->>'Amount')::numeric) AS largest_amount
FROM donations
GROUP BY
(donations."Donation"->'Donor'->>'ConsId')::bigint
), donor_consecutive_giving AS (
SELECT t2.constituent_id,
MAX(t2.yr_cnt) AS max_consecutive_years
FROM (
SELECT
t.constituent_id,
t.grp,
COUNT(t.seqnum) AS yr_cnt
FROM (
SELECT
t_1.constituent_id,
t_1.donation_date,
t_1.seqnum,
dense_rank() OVER (
PARTITION BY t_1.constituent_id
ORDER BY (t_1.donation_date + t_1.seqnum) DESC
) AS grp
FROM (
SELECT
t_2.constituent_id,
t_2.donation_date,
dense_rank() OVER (
PARTITION BY t_2.constituent_id
ORDER BY t_2.donation_date DESC
) AS seqnum
FROM (
SELECT
simple_donations.constituent_id,
(date_part('year'::text, simple_donations.donation_date))::bigint AS donation_date
FROM simple_donations
GROUP BY
simple_donations.constituent_id,
(date_part('year'::text, simple_donations.donation_date))
) t_2
) t_1
) t
GROUP BY
t.constituent_id,
t.grp
) t2
GROUP BY
t2.constituent_id
), donors_year_before_last AS (
SELECT
simple_donations.constituent_id
FROM simple_donations
WHERE
(date_part('year'::text, simple_donations.donation_date) = (((date_part('year'::text, CURRENT_DATE))::bigint - 2))::double precision)
GROUP BY
simple_donations.constituent_id
), donors_last_year AS (
SELECT
simple_donations.constituent_id
FROM simple_donations
WHERE
(date_part('year'::text, simple_donations.donation_date) = (((date_part('year'::text, CURRENT_DATE))::bigint - 1))::double precision)
GROUP BY
simple_donations.constituent_id
), donors_this_year AS (
SELECT
simple_donations.constituent_id
FROM simple_donations simple_donations
WHERE
(date_part('year'::text, simple_donations.donation_date) = date_part('year'::text, CURRENT_DATE))
GROUP BY
simple_donations.constituent_id
)
SELECT dgs.total_amount, dgs.first_gift_date, dgs.last_gift_date, dgs.constituent_id, dgs.largest_amount, sc.email, sc.acceptsemail, sc.emailstatus, sc.firstname, sc.lastname, sc.city, sc.state, sc.zipcode, sc.street1, sc.street2, dcg.max_consecutive_years AS consecutive_years, CASE WHEN (dybl.constituent_id IS NOT NULL) THEN true ELSE false END AS gave_year_before_last, CASE WHEN (dly.constituent_id IS NOT NULL) THEN true ELSE false END AS gave_last_year, CASE WHEN (dty.constituent_id IS NOT NULL) THEN true ELSE false END AS gave_this_year, case WHEN (rec.constituent_id IS NOT NULL) THEN true ELSE false END AS sustainer, rec.last_recurring_gift_dateFROM donor_giving_summaries dgsJOIN simple_constituents sc ON dgs.constituent_id = sc.considJOIN donor_consecutive_giving dcg ON dcg.constituent_id = dgs.constituent_idLEFT JOIN donors_year_before_last dybl ON dgs.constituent_id = dybl.constituent_idLEFT JOIN donors_last_year dly ON dgs.constituent_id = dly.constituent_idLEFT JOIN donors_this_year dty ON dgs.constituent_id = dty.constituent_idLEFT JOIN ( SELECT constituent_id, MAX(last_payment_date) as last_recurring_gift_date FROM byt_recurring_donation_summaries GROUP BY constituent_id) AS rec ON dgs.constituent_id = rec.constituent_id
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