- On the General tab in the Include pledges made after field, enter the earliest date pledges can be made to be included on the report. The report only includes those pledges and their associated payments. Although other pledge payments may fall within the date range, they are excluded from the report if the pledge's date falls before the date entered in the Include pledges made after field.
Create the pledge payment with a date outside the date range of the report. Note: Consult your accounting professional regarding the best way to enter and report on pledge payments. Gift dates affect financial reports and the manner in which gifts post to the General Ledger.
- Create a gift query of all other gifts to include in the report.
- Merge the queries using the OR operator.
- Use this query in the reports.