How to display original gift amount from adjustment?

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Hi there, 

 I would like to find out adjusted gift to display both original gift amount and current amount after adjustment. I can only find split amount from adjustment criteria but original split amount is not what I am looking for. 

 Any help would be appreciate!

Thanks,

Amy

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Amy Wu:

    Hi there, 

     I would like to find out adjusted gift to display both original gift amount and current amount after adjustment. I can only find split amount from adjustment criteria but original split amount is not what I am looking for. 

     Any help would be appreciate!

    Thanks,

    Amy

    Have you looked at Reports > Financial Reports > Adjusted Gift Report? 

    You can use a query of what records to include or just filter by date and filter criteria.  Report contains adjusted amount and original amount.  Should give you what you need.

  • JoAnn Strommen:

    Have you looked at Reports > Financial Reports > Adjusted Gift Report? 

    You can use a query of what records to include or just filter by date and filter criteria.  Report contains adjusted amount and original amount.  Should give you what you need.

     Hi JoAnn,

     Yes I did and because I want a query of adjustment gifts to display adjusted amount and original gift amount, I created a query from the adjustment report as report does display original gift amount. However, in the query output it seems like only 'split amount' but I am looking for original total amount. 

     Is there any way to output in query just like in adjustment report?

     Thanks!

    Amy

  • Amy Wu:

     Hi JoAnn,

     Yes I did and because I want a query of adjustment gifts to display adjusted amount and original gift amount, I created a query from the adjustment report as report does display original gift amount. However, in the query output it seems like only 'split amount' but I am looking for original total amount. 

     Is there any way to output in query just like in adjustment report?

     Thanks!

    Amy

    The query output screen is not a report. To try to get it to behave like one is a) difficult and b) likely to cause issues.

    Have you tried using Export and putting the query into "include"

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