Adding Frequency in a Query Search

Users need to be to run queries by being able to specifically select recurring gift frequency, monthly, quarterly, etc. for recurring gift donors. For example, I need to see a report with only monthly recurring gift donors. At the moment, I have to download the entire recurring gift schedule and filter out what I don't need in an excel spreadsheet. Frequency needs to be added to a query search.

  • Patty Eagon
  • Dec 13 2018
  • Already Works That Way.
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  • Admin
    Kimberly Hammer commented
    December 06, 2022 16:08

    We offer the option to query on frequency using the Transaction Schedule Frequencies field. This field is located in the Journal category, under query criteria.