New to Query? Check out Getting Started with Query (PDF) to understand basic concepts and create your first query—all in a matter of minutes!
 

To find gifts entered in a specific batch:

  1. Create a Gift query.
  2. On the Criteria tab, select Gift Information, Batch Number equals [number].

To be prompted to select the batch number when running a report, mailing, export, etc.:

  1. Create a Gift query.
  2. On the Criteria tab, select Gift Information, Batch Number <ask>.

To create a query of committed gifts when committing a gift batch:

  1. In the gift batch, select File, Commit Completed batch on the menu bar.
  2. On the Commit Gift Batch screen on the General tab, mark the Create gift query of committed gifts checkbox.
  3. Select all other appropriate options and click Commit Now.
  4. On the Save Static Query screen, enter a query name and click Save.

To query on constituents with gifts committed through a specific batch:

  1. Create a constituent query.
  2. On the Criteria tab, select Gifts, Batch number equals [the batch number].