To look for gifts based on Acknowledge status:
  1. Create a gift query filtering on Gift Information >  Acknowledge equals <specific Acknowledge status>
    • To find gifts that need Acknowledging, select Not Acknowledged.
    • To find gifts that are Acknowledged, select Acknowledged.
    • To find gifts marked to receive no Acknowledgement, select Do Not Acknowledge.
  2. Add additional filters if needed, such as Gift Dates and/or Batch Number.
  3. Save the query.
  4. Add desired output fields or run Gift Detail and Summary or Constituent Giving History report using the query created in steps 1 through 3.


To look for gifts based on Receipt status:
  1. Create a gift query filtering on Gift Information >  Receipt equals <specific Receipt status>
    • To find gifts that need Receipting, select Not Receipted.
    • To find gifts that are Receipted, select Receipted.
    • To find gifts marked to receive no Receipt, select Do Not Receipt.
  2. Add additional filters if needed, such as Gift Dates and/or Batch Number.
  3. Add desired output fields or run Gift Detail and Summary or Constituent Giving History report using the query created in steps 1 through 3.


Gift Query Examples:

To pull all gifts acknowledged in December 2016, filter on:
 
Gift Information > Acknowledge equals Acknowledged
AND Gift Information > Acknowledge Date between 12/01/2016 and 12/31/2016


To pull all gifts that need receipts in batch number 110, filter on:
 
Gift Information > Batch Number equals 110
AND Gift Information > Receipt equals Not Receipted


To pull all gifts that need acknowledgments and receipts from last week, filter on:

Gift Information > Receipt equals Not Acknowledged
AND Gift Information > Gift Date equals Last Week
AND Gift Information > Receipt equals Not Receipted