Here are steps to create the Query:

  1. Click Queries
  2. Click Manage Queries
  3. Select a category that you want to store this query in (for example, Base)
  4. Select New Query under the tasks menu
  5. Name the query All Active Auto Processing Pledges and Recurring Gifts
  6. Set the Starting criteria to Base/All Constituents
  7. Set the Data Return Type to Journal Entries
  8. Under Criteria Options mark Match each criteria
  9. Under Browse Fields select Journal from the drop down menu and click on Transaction Schedule Auto Process Status
  10. Mark the boxes for Active and Pending Stop
  11. Click Save and Preview
This query can be used in various Reports to show information about these Active Auto Processing donations. We can run the following eTapestry Standard Reports to manage them.

How to run the Scheduled Auto Process Transaction Report:
  1. Click Reports
  2. Click eTapestry Standard Reports
  3. Click Scheduled Auto Process Transactions
  4. Select your Category
  5. Select your Query as All Active Auto Processing Pledges and Recurring Gift
  6. Select a Delivery Option
  7. Click Submit
How to run the Almost Expired Auto Process Credit Cards Report:
  1. Click Reports
  2. Click eTapestry Standard Reports
  3. Click Almost Expired Auto Process Credit Cards Report
  4. Select your Category
  5. Select your Query as All Active Auto Processing Pledges and Recurring Gift
  6. Select a Delivery Option
  7. Click Submit