Why are failed auto-process transactions appearing in my query?

When trying to isolate auto-process transactions that were successfully processed, failed transactions are being brought in as well.  When an auto-process transaction fails, it first creates a Payment/Recurring Gift first.  Then it creates a disbursement entry to show that it failed.  These initial transactions are being pulled in when they should not be.
This was resolved in the 7.18.0 release on 11/22/2015.

Steps to Duplicate

  1. Click the Queries button on the menu bar
  2. Select a category that you want to store this query in (Ex: Base)
  3. Click New Query under the Tasks menu
  4. Name the query Successful Auto-Process Transactions
  5. For Starting Criteria, choose Category: Base  Query: All Constituents- A
  6. Set the Data Return Type to Journal Entries
  7. Select All of My Criteria under MATCH
  8. Select Journal from the Available Fields drop down box
  9. Select Transaction Auto Process Status from the list of links
  10. Select the Succeeded value
  11. Click Save And – Preview
  12. Check each result
  13. Notice that some may say they have an Offsetting Transaction above the Date field (have to be in the transaction entry).  This is an indication that the transaction actually failed to process and was not successful

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.