Recurring gifts - monthly vs annually vs quarterly

Sara Kramer

Is there a way to query all active recurring gifts that are scheduled for monthly transactions instead of monthly or quarterly transactions?



My brain just isn't working on this.



Sara

JoAnn Strommen

Query - gift type: recurring gift.  Do you use the status field so you could add that as criteria for those active vs. not active?  If so put that in your criteria.  That's the basics you need. 



You could also use installment frequency: monthly if you have other frequencies for your recurring gifts.



If you don't use status, try adding latest payment made and put your last date/date range for recurring gifts.  This will give you who was active basically last month.

Sara Kramer

We do use status.  Thank you!  Installment frequency should do the trick!