When running the Planned Gift Reports canned report the error "No records meet specified criteria" is received unless the Windows user has a login present in the SQL Server instance.
This issue was resolved in Raiser's Edge 7.96, which was released in the Fall of 2016 and applied to databases in Blackbaud Hosting Services.
If your database is not hosted by Blackbaud, then download and install the latest version and patch, if applicable.
Steps to Duplicate
1. Confirm that the Windows account you are logged in as does not exist as a login in SQL Server. 2. Launch the Raiser's Edge and sign in. 3. Click on "Reports 4. Click "Financial Reports" 5. Choose "Planned Gift Reports" 6. Choose the appropriate options for "Date to use" and "Date" (in RE sample database choose "Gift date" and "Include all dates") 7. Select "Preview" 8. Receive the error "No records meet specified criteria"