The Overdue Gifts dashboard panel lists all outstanding pledges and recurring gifts. That means, if the pledge has a balance greater than $0 or the recurring gift has Next Transaction Due Date scheduled, it's "outstanding" in your Raiser's Edge regardless of Gift Status. However, a gift query can be used on the panel to help narrow down the listed gifts.

The Gift query to help this is added here on the panel's properties:
Overdue Gifts dashboard panel properties


Here are some Gift Query examples to restrict what the panel lists. A gift query can be added as shown above on the dashboard panel properties.

List only Active status recurring gifts and pledges:
  1. Start a new dynamic gift query
  2. On the Criteria tab, add the filter Gift information > Gift Status equals Active
  3. Save and close the query
  4. Add to the Gifts to include section of the Dashboard properties

List only Active status recurring gifts and pledges with no activity this month:
  1. Start a new dynamic gift query
  2. On the Criteria tab, add the filters (note the use of parentheses and the ANDs and ORs):

    Gift information > Gift Status equals Active
    AND (Gift information > Last Installment/Payment Due date less than This month
    OR Gift information > Latest Payment Made less than This month
    OR Gift information> Gift Next Transaction Due Date less than This month)
     
  3. Save and close the query
  4. Add to the Gifts to include section of the Dashboard properties