The Recent Gift tile is a helpful resource to show recent gifts that have been received by your organization. However you may not see all the information you want to see in that tile.
The Recent Gift tile is not designed to display pledges or payments. It will only show Gifts or Recurring Gifts made within the date variable you select in the drop down menu. If you want to include pledges and payments in your results, you will need to create a query to find all transactions in the date range you want. For example, to query on all transactions this month, you can follow these steps:
1. Click Queries in the menu bar 2. Select a category that you want to store this query in (Ex: Base) 3. Click New Query under the tasks menu 4. Name the query 5. For Starting Criteria select Category: Constituent Journal Entry Date and Query: This Month (or This Week, Today, etc.) 6. Set the Data Return Type to Journal Entries 7. Under MATCH select Any of My Criteria 8. Under Available Fields select Journal Entry Types 9. Check off Gift, Recurring Gift, Pledge, and Payment 11. Save and Preview