- Create a new Record query
- On the Criteria tab, Expand Activity, Expand Credit
- Select Credit billing item ID/Product ID with the Operator of Equals and Value of the Billing item needed
- Select Credit transaction date with Operator of Equals a Specific Date and Value of the date needed
- On the Output tab, Expand Record, select the necessary information
- On the Sort tab, Expand Record, select the necessary information
- Run and Save the Query
Connect and collaborate with fellow Blackbaud users.