Pledges being omitted from list

You are probably using gift date which in not transactional.  Transaction date needs to used.  If you do not have transaction as criteria it  will need to be added.

I have created a list with a very simple criteria. Gifts over $5000 (Gift Amount >=5000) given between 01/01/2009 and 12/31/2009. I'm looking for all gifts and pledge payments of that amount or greater RECEIVED during the specified date range, regardless of campaign year or date of the original pledge. I’m finding that pledge payments are not showing up on the list. If the original pledge was made in, say, ’05, but was fulfilled in ’09, I want it on my list. How can I accomplish this?

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You are probably using gift date which in not transactional.  Transaction date needs to used.  If you do not have transaction as criteria it  will need to be added.

I have created a list with a very simple criteria. Gifts over $5000 (Gift Amount >=5000) given between 01/01/2009 and 12/31/2009. I'm looking for all gifts and pledge payments of that amount or greater RECEIVED during the specified date range, regardless of campaign year or date of the original pledge. I’m finding that pledge payments are not showing up on the list. If the original pledge was made in, say, ’05, but was fulfilled in ’09, I want it on my list. How can I accomplish this?

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!