- Create a record query (BB62873) of all active students (Query A).
On the Criteria tab, select:
Record> Record Type equals Student
AND Record>Billing Status equals Active
- Create a record query (BB62873) of all students who have the Advance Deposit already on their record (Query B).
On the Criteria tab, select:
Activity>Advance Deposit>Advance Deposit Item ID equals [the advance deposit item]
- Merge the queries (BB137084)
- In the first Query field, select Query A
- In the second Query field, select Query B
- Choose 'Select records included in Query 1, but exclude records included in both queries'
- Click Merge and select the appropriate output such as name, grade, etc.
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