Begin your query:
  1. Navigate to Analysis, then click on Information library
  2. Click Add an ad-hoc query
  3. Select the source view of Revenue and click OK

Add fields to Include records where:
  1. In the left column, select Constituent. From the middle, drag Constituent record into Include records where. Set equal to your constituent record.
  2. In the left column, select Revenue. From the middle, drag Transaction type into Include records where. Set equal to Recurring gift.

Add fields to Results fields to display:
  1. To see the recurring gift amount: In the left column, select Revenue. From the middle, drag Amount into Results fields to display.
  2. To see the first installment date: In the left column, select Revenue. From the middle, drag Installments Start date into Results fields to display.
  3. To see the last installment date: In the left column, select Revenue. From the middle, drag Installments End date into Results fields to display.
  4. To see frequency: In the left column, select Revenue. From the middle, drag Installments frequency into Results fields to display.

Save your query:
  1. Click Set save options tab
  2. Name the query
  3. Save and Close

Here is an example of what your final query may look like:
User-added image