How to find only the cash/check/credit card donations made in a specific time period

When reviewing donations in a certain time period, we may need to only view gifts that were given in the form of Cash, Credit, Card, Check, etc. We track the payment type with the Gift Type field when entering in a Gift, Recurring Gift, or Payment. We can create a query to find that Gift Type field and return only the cash, check, credit card, etc. entries.
  1. Click Queries
  2. Select a category that you want to store this query in
  3. Select New Query under the tasks menu
  4. Name the query All Donations in a time period based on Gift Type
  5. Set the Starting criteria to Base/All Constituents
  6. Set the Data Return Type to Journal Entries
  7. Under Criteria Matching select Match Each Criteria
  8. Select Commonly Used Fields from the Available Fields drop down menu and click on Journal Entry Date
  9. Fill in the Start and End Dates for the time period you wish to review
  10. Select Commonly Used Fields from the Available Fields drop down menu and click on Individual Transaction Received 
  11. Fill in Greater Than or Equal To/$1.00
  12. Select Commonly Used Fields from the Available Fields drop down menu and click on Transaction Gift Type
  13. Mark the checkboxes for Cash and Credit Card
  14. Click Save and Preview

Environment

 eTapestry

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