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?
Hi Martin,
If you are going to add a transaction date criterion, you are going to need to add a few others to go with it so that you can get the results you desire. You would not be able to use it with the existing contribution criteria to look for a single pledge payment that meets both the amount and date criteria, because the transaction information comes from a different table than the existing contribution criteria. For an explanation on the concepts behind this see the sections on IN and HAS in the Criteria Sets document.
At minimum to get the result you are looking for you will need three transaction criteria: transaction date, transaction amount, and transaction type. Transaction type is so you can choose to only look at gifts and pledge payments, because the transaction table also holds ticketing transactions.
Kevin Sheehan
Documentation & Learning Resources Specialist
Tessitura Network
1 888 643 5778 ext 329 Office
ksheehan@tessituranetwork.com