Within your tribute gifts, a user defined field called Tribute Type is used to track the type of tribute gift each transaction falls under. At some point, you may need to query on each of these groups to find all transactions In Honor Of, all transactions In Memory Of, etc. This can be used for reporting, or if you have specific letter templates you want to use for each tribute type.
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 select Category: Base and Query: All Constituents 6. For the Data Return Type select Journal Entries 7. For Criteria Matching select Match Each Criteria 8. For Criteria choose UDF: Transaction from the drop down box 9. Click Tribute Type 10. Select the tribute type you want (Ex: In Memory Of) 11. Click Save and Preview