Purpose Portfolio Giving Reports

giving_detail.sql

SELECT 
    client.name AS "Company",
    ppuser."createdAt" AS "Account Sign-up Timestamp",
    "firstName" AS "First Name",
    "lastName" AS "Last Name",
    "workEmail" AS "Email",
    "confirmedAt" AS "Account Confirmation Timestamp",
    SUM(engagement.amount) AS "Paycheck Donation Amt / Charity",
    portfoliounit.name AS "Charity"
FROM client 
INNER JOIN ppuser 
    ON ppuser.owner = client.id
INNER JOIN engagement 
    ON ppuser.id = engagement.owner
INNER JOIN opportunity
    ON engagement.master = opportunity.id
INNER JOIN portfoliounit 
    ON opportunity.owner = portfoliounit.id
WHERE
    engagement.amount > 0 
    AND
    client.name = 'Experticity'
    AND 
    "deactivatedAt" IS NULL
GROUP BY 
    client.name,
    portfoliounit.id, 
    ppuser.id
ORDER BY 
    client.name,
    ppuser."createdAt" ASC, 
    "workEmail" ASC, 
    portfoliounit.name ASC

giving_summary.sql

SELECT 
    client.name AS "Company",
    ppuser."createdAt" AS "Account Sign-up Timestamp",
    "firstName" AS "First Name",
    "lastName" AS "Last Name",
    "workEmail" AS "Email",
    "confirmedAt" AS "Account Confirmation Timestamp",
    "payrollDeduction" AS "Total Paycheck Donation Amt"
FROM ppuser
INNER JOIN client
    ON ppuser.owner = client.id
WHERE
    client.name = 'Experticity'
    AND 
    "deactivatedAt" IS NULL
ORDER BY 
    client.name,
    ppuser."createdAt" ASC, 
    "workEmail" ASC