Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
  1. Create a new Gift, dynamic Query.
    1. Criteria:
      1. Installments > Installment Date Due between XX/XX/XXXX - XX/XX/XXXX
    2. Output:
      1. Constituent > Name
      2. Gift information > Gift Amount, Gift Date, Gift Type
      3. Query Fields > Installment Date Due
    3. After reviewing the results to make sure they are accurate, save and close the Query.
  2. Create a new Gift Export and select Comma-Separated Values (CSV) as the format.
    1. Include the Query from step #1 above on the General tab.
    2. Select the following fields on the Output tab:
      1. Import ID (this is the Gift Import ID)
      2. Gift Amount
      3. Gift Date
      4. Gift Type
      5. Constituent > Constituent Information > Name
      6. Write Offs > Gift Amount
      7. Write Offs > Gift Date
    3. Click Export Now at the bottom, right-hand corner of the Export window and specify the file location and file name.
  3. Open the Export file and sort the file by the column for Write Off Gift Amount (this will be column F if the fields were exported in the same order as listed in step #2).
    1. Please contact the appropriate software vendor or IT professional for assistance with this process or issue, which is beyond Blackbaud's scope of support.
  4. Highlight and delete all gifts that have a Write Off Gift Amount, leaving only the gifts that do not have Write Offs.
  5. Once only the gifts without Write Offs remain, highlight and delete all other information from the file export for the Gift Import ID (this will be column A if the fields were exported in the same order as listed in step #2).
  6. Rename the header for column A to read "GFImpID" (without quotes).
  7. Go to File > Save As and save this spreadsheet as a new CSV file.
  8. Open The Raiser's Edge and go to Admin > Import > Gifts > Gift.
    1. Either double-click on or highlight Gift and click New Change at the top of The Raiser's Edge window.
    2. Create a query using the CSV file of Gift Import IDs.
    3. Note: the end result of this process will be a query of Gifts that have installments due within the specified date range but does not include any gifts with Write Offs.
  9. If this Gift query needs to be a Constituent query, go to Reports > Financial Reports > Gift Detail & Summary Report.
    1. Open a new Gift Detail & Summary Report and include the Gift query from step #8 on the General tab.
    2. Ensure the Date Range is set to Include All Dates.
    3. Mark the option to create a Constituent output query at the bottom, left-hand corner of the General tab.
    4. Click Preview and save the Constituent output query.
    5. Note: the end result of this process will be a query of Constituents that have installments due within the specified date range but does not consider Constituents who have gifts with Write Offs that have installments due within the specified date range.