Campaigns: Excluding Payments for previous Pledges (made prior to campaign start-date)

Would it be possible to throw a filter on something else like appeal or campaign code? It sounds like you want those payment types, but just not those before the start date. If the date filter is not giving you the data you are looking for, I'd look at something else.


I'd also consider running this as an export after you create an appropriate query.

Do you use Campaign codes or just Fund codes? If you have a campaign code, that could be set up to align with your start date.


Since you're talking about a list (if you are trying to do this in web view), does the gift date filter not allow you the specificity that you need?

The only way I have been able to do this is to use a gift attribute.


I was involved in a campaign that had multiple initiatives. For instance, gifts to endowment and award funds counted in the "Tuition Assistance" initiative, where the goal was to grow the endowment for tuition assistance. There were multiple Funds for a couple of capital projects, and other initiatives too. And the funding for some initiatives started later than others. Many gifts didn't count at all, such as the Annual Fund and other operational gifts.


In order to be able to report accurately, every single gift had an attribute on it. It sounds overwhelming, but it was a pretty routine task to run some global change queries once a week. It literally took maybe 15 minutes at the most. But this process helped me with those gifts at the fringe - the payments made on pledges from before the campaign had officially started.


I've been watching this thread since you started it, and it is still the only idea I can come up with to help.


Karen