- Create a record query (Query #2).
- On the Criteria tab, select Record, Record type equals [student]
- And Activity, Charge, Charge billing item ID/Product ID equals [billing item]
- And Activity, Charge, Charge Transaction Date between [date range].
- On the Output and Sort tabs, select the appropriate fields to identify the student records.
- Select the Results tab.
- Save and Close the Query.
- Create a record query (Query #1).
- On the Criteria tab, select Record, Record type equals [student]
- And Current Grade One Of [current grades levels].
- On the Output and Sort tabs, select the appropriate fields to identify the student records.
- Select the Results tab.
- Save and Close the Query.
- On the Main Query Screen, select File, Merge...
- Enter the First Query created in the Query 1 field and the Second Query created in the Query 2 field.
- Mark the option Select Records in Query 1 but exclude Records Included in Both.
- Click Merge Now.
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