Query based on Transaction Due Day for recurring gift?

Jacob Williamson

Hello, all! Traditionally my office only runs recurring gifts on the 20th of the month, but we're going to start running the recurring gift process on the 5th of the month, as well. To do this cleanly, I need to go through our records and pull everyone whose gift is not automatically transacted (is that correct? It shouldn't be if it is) on the 20th, so I can clean those up and give them correct processing dates. I'm having a hard time finding a query that's specifically "Due on 20th" or whenever--right now, I can't even find a simple query for "transaction due on 10/20/2015" or similar, but I think that's just unfamiliarity with querying off of recurring gift due dates generally, this is all a first for me and I'm not having luck searching the resource portal for information Any suggestion helps!

JoAnn Strommen

Jacob Williamson:
Hello, all! Traditionally my office only runs recurring gifts on the 20th of the month, but we're going to start running the recurring gift process on the 5th of the month, as well. To do this cleanly, I need to go through our records and pull everyone whose gift is not automatically transacted (is that correct? It shouldn't be if it is) on the 20th, so I can clean those up and give them correct processing dates. I'm having a hard time finding a query that's specifically "Due on 20th" or whenever--right now, I can't even find a simple query for "transaction due on 10/20/2015" or similar, but I think that's just unfamiliarity with querying off of recurring gift due dates generally, this is all a first for me and I'm not having luck searching the resource portal for information Any suggestion helps!

You should be able to do this.  I'd use a gift query.  Criteria:  Gift Information > Next Transaction Due Date equals 10/20/14.  Or if you wanted to see all between now and then you could do 'Less than 10/21.'

This should pull any gifts with next scheduled date for date you enter.  You could filter by fund or other criteria if you have lots of gifts with due dates in October.  For me it only pulled recurring gifts, not pledges just using that one criteria.