How to report on planned gifts with a linked gift on the Realized Revenue tab within a specific date range.
1. Create a new gift attribute called 'Realized Date' or something similar. The gift attribute should be a Table Entry type. You can create a new Table with entries like: 2007, 2008, 2009, etc. 2. Add the attribute to the Gift record with the description as the date the Planned Gift was realized. This attribute will need to be added to each Planned Gift realized in the specific date range. 3. Go to Reports > Financial Reports > Planned Gifts Report and open the report 4. Go to the Attributes tab 5. Mark to include gift attributes with the specific category and description of the year. 6. Include any other filters and preview the report.