Why is the Title column not filling in with my Gift Aid Export?

The Gift Aid Export for Charities Online does not pull through the constituent's Title when creating an export to submit a Gift Aid Claim to HMRC.
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

  1. Log into a UK eTapestry database by going to https://bos.etapestry.com/prod/ and using credentials found in internal notes
  2. Go to an account that needs a Gift Aid Eligible Transaction
  3. Go to Account Settings tab
  4. Make sure a Title is filled in
  5. Go to Journal tab
  6. Select "Add New Gift Aid Declaration"
  7. Enter the confirmation date and in effect from date (make this the same as the Gift Aid date)
  8. Save and Go to Journal
  9. Select "Add New Gift/Pledge"
  10. Enter a new cash gift with relevant information and ensure the gift is mark as eligible for Gift Aid and not marked as Final
  11. Save and Go to Journal
  12. Go to Query
  13. Select Add New Query under a Category of your choice
  14. Name your Query eg. Gift Aid Submission
  15. Change the Starting Criteria to Base - All Journal Entries
  16. Change the Date Return Type to Journal Entries
  17. Add following criteria:
    1. Journal Entry Type is one of Recurring Gift, Gift, Payment or Split Transaction
    2. Transaction Gift Type is one of Cash, Credit Card, Cheque or Electronic Fund Transfer
    3. Transaction Gift Aid Ready equals Yes
  18. Save and Preview Query
  19. Verify the gift you added is showing
  20. Go to Management
  21. Go to Mass Update
  22. Select Gift Aid
  23. Select the Query you created
  24. Enter a claim date and take note of this date
  25. Select Next
  26. Select Next or Preview to ensure your gift will be updated
  27. Select Next to perform the Mass Update and update the prompt you receive
  28. Once mass update has completed, go to Query
  29. Select Add New Query under a Category of your choice
  30. Name your Query eg Gift Aid Submission
  31. Set the Starting Criteria as Bass - All Journal Entries
  32. Set the Data Return Type to Journal Entries
  33. Add the following criteria:
    1. Transaction Gift Aid Claimed Date equals [date you chose during the mass update]
  34. Save and Preview Query
  35. Verify the gift you added is now showing
  36. Go to Management
  37. Go to Standard Exports
  38. Select Gift Aid Export for Charities Online
  39. Select the second query you created
  40. Ensure the report format is CSV File - Download
  41. Select Submit
  42. Open Report
  43. Observe that no title is showing in Report
Steps to Duplicate: http://screencast.com/t/ssOmBdHXGEp 


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