- In Giving History Summary, mark the correct options for Adjustments, Payments, and Soft Credits under the Include Options section.
- Note the combined amount for a given Activity Type (See the Source Code to determine the Activity Type) and calendar year of the Gift Date.
- Check Account Activities for the Activity Type that corresponds to the Source Codes noted above.
- If the amount totals are not the same, the recompute_aa script can be run by Support for one or more accounts to recalculate Account Activity values.
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