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On Account Tracking

Ashley Staley (Past Member)
$organization

Hello - Does anyone know if there is a way to pull a report/list of all individuals who gifts came in via On Account before they were then processed by the development team? The On Account Funds In report is not detailed enough. Thank you in advance! 

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  • Former Member
    Former Member $organization

    Hi Ashley, I've added custom criteria that you could use as well. It will give you a list of those people at least.

    Payment Method:
    Detail Table: T_Payment
    Detail Col: !.pmt_method
    Ref Table: TR_payment_method
    Data Type: Number

    Payment Date:
    Detail Table: T_Payment
    Detail Col: !.pmt_dt
    Data Type: Date

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  • Former Member
    Former Member $organization

    Hi Ashley, I've added custom criteria that you could use as well. It will give you a list of those people at least.

    Payment Method:
    Detail Table: T_Payment
    Detail Col: !.pmt_method
    Ref Table: TR_payment_method
    Data Type: Number

    Payment Date:
    Detail Table: T_Payment
    Detail Col: !.pmt_dt
    Data Type: Date

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