- Click Queries in the menu
- Click Manage Queries
- Click on a category to store the query under (ex: Base)
- Click New Query under Tasks
- Give the query a name “Reversed transactions”
- Set the Starting Query to Base>All Constituents
- Set the Data Return Type to Journal Entries
- Select Commonly Used Fields in the Browse Fields section and click on Journal Entry Date
- Fill in the date range you’d like to use
- Select Journal in the Browse Fields section and click on Transaction Reversal Status
- Check off ‘Reversed’
- Click Save And Preview
To query on the negative transactions that are reversing the original donations (those with a negative value), follow the steps below:
- Click Queries in the menu
- Click Manage Queries
- Click on a category to store the query under (ex: Base)
- Click New Query under Tasks
- Give the query a name “Reversed transactions”
- Set the Starting Query to Base>All Constituents
- Set the Data Return Type to Journal Entries
- Select Commonly Used Fields in the Browse Fields section and click on Journal Entry Date
- Fill in the date range you’d like to use
- Select Journal in the Browse Fields section and click on Transaction Reversal Status
- Check off ‘Reversing’
- Click Save And Preview