- Go to Analysis, Information Library, Add an Add-hoc Query, Choose the source view of Revenue
- From the Middle, Drag Pledge/Grant award next installment date to Include records where and set is tomorrow
- From the Middle, Drag Recurring gift next transaction date to Include records whereand set is tomorrow
- Click the line Recurring gift next transaction date is tomorrow in include records where, Click Or
- On the left, click Constituent, From the middle drag Name to Results fields to display
- Preview Results to see all Pledge/Recurring gifts that will be charged tomorrow
- Click Save and Close
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