Need to exclude pledge payments from query

In some cases, you only want to see pledges and donations, not pledge payments.  If you include pledges and pledge payments, this is double-counting the revenue and skewing the results.  This solution explains how to only output pledges and donations, not pledge payments.
  1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select a source view of Revenue and click Ok.
  3. On the left, click on Revenue at the top right.  In the middle, click on transaction type.  Move this to Include Records Where.
  4. Set the criteria to one of pledge, payment.
  5. On the left, click on Application Details.
  6. In the middle, click on Application and move this to Include Records Where.
  7. Set the criteria to Not Equal To Pledge.
  8. In the middle, click on Type and move this to Include Records Where.
  9. Set the criteria to Equal To Gift.
  10. Go to Set Save options tab.  Name and save your query.


Environment

 3.17

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