Terminated Pledges and Recurring Gifts included in the Not Paid Report

Users may find that when running the Not Paid report in Reports > Pledge and Recurring Gift Reports where pledges and recurring gifts with status of Terminated (or Cancelled) are included in the report.
This is resolved in 7.96 patch 13, released in September - October 2018 and applied to databases in Blackbaud Hosting Services.
If your database is installed locally, download and install the latest version and patch, if applicable.

Alternatively, if the report is required before the latest version and patch can be applied, then run the report using a Gift query with the criteria Gift Type one of Pledge, Recurring Gift AND Gift Status equals Active - if only active should be included.
If those with status of Held should also be included then change the above Gift Status criteria to one of Active, Held.

 

Steps to Duplicate

  1. Add a Pledge or Recurring Gift.
  2. It is then found that the donor does not make any payments so it is decided to change the status to Terminated (or Cancelled) and the Status Date is set to a date before the 1st instalment / transaction is due.
  3. In Reports > Pledge and Recurring Gift Reports, run the Not Paid Report and include All Records and All Dates.
  4. The report produced includes Pledges and Recurring Gifts which have been Terminated (or Cancelled).

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