- Click Queries
- Click Manage Queries
- Select the category where you would like to store this query
- Select New Query under the Tasks menu
- Name the query All Active Auto Process Gifts
- Set the Starting Query to Base/All Constituents
- Set the Data Return Type to Journal Entries
- Under Criteria Matching select Match Each Criteria
- Select Journal from the Browse Fields drop down menu and click on Transaction Schedule Auto Process Status
- Mark the check boxes for Active and Pending Stop
- Click Save and View Queries
Then, we'll run a report to show the Expiration Dates
- Click Reports
- Click Manage Reports
- Select a category that you want to store this report in
- Select New Report under the Task Menu
- Name the report Expiration Dates for All Active Auto Process Gifts
- In the Group By drop down menu, select Accounts
- Under the Group selection choose to Hide Group Totals
- Select Commonly Used Fields from the Browse Fields drop down menu and click on Account Name
- Select Scheduled Gift Type Fields from the Browse Fields drop down menu and click on Scheduled Credit/Debit Card Expiration Date
- Arrange the columns into order by clicking on the middle of the field column and dragging up or down
- Click Save and Run under the Task Menu
- Under Query select your category in the top box and your All Active Auto Process Gifts query in the bottom box
- At the bottom of the page select a Delivery Option and then click Submit