How do I query on all credit/debit card donations in a specific date range?

You may need to see how much money has come in through a certain gift type, such as credit/debit card. This can be done by adding the Transaction Gift Type field to your criteria.

To find all donations given by credit/debit card in a specific date range:

  1. Click Queries
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the tasks menu
  4. Name the query
  5. For Starting Query plug in Category: Base and Query: All Constituents
  6. Set the Data Return Type to Journal Entries
  7. Under Criteria Matching select Match Each Criteria
  8. Under Criteria select Individual Transaction Received
  9. Enter greater than or equal to 1.00
  10. Under Criteria select Journal Entry Date and enter your date range
  11. Under Criteria select Transaction Gift Type and choose Credit/Debit card
  12. Save and Preview

Environment

 eTapestry

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