The output query from the R68 Gift Aid Report will include records that are not on the report
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.
Steps to Duplicate
Steps to duplicate in UK sample database: 1. Open Dale Green’s constituent record - add a valid tax declaration and mark option ‘scanned document exists’, save record 2. Add a Cash Gift to Dale’s record with date ‘today’ and make sure its tax eligible, save and close gift and constituent 3. Open Julie Bach’s constituent record - add a valid tax declaration and make sure ‘scanned document exists is unmarked, save and close record 4. Add a Cash Gift to Julie’s record, with date ‘today’ make sure its tax eligible, save and close gift and constituent 5. Go to Reports, Gift Aid Reports, Create a new R68 report · Include All Records · Date to use: Gift Date - Date: Today or this month · Mark option ‘if applicable declaration is other than Oral, scanned document must exist · Mark option to create a constituent output query (same issue happens with gift query as well) · Other tabs remain as default 6. Click Preview - when prompted save query 7. Report will run and show Dale Green’s record and not Julie Bach’s which is correct 8. Close Report 9. Open the output query saved in step 6, add Name to Output and run - this will show Julie Bach and Dale Green listed which is incorrect.
Previous inquira KB is: BB718663 which shows that this issue started in 7.91.