Being able to query BBMS and manually entered donations in same query

Currently, we have to do 2 queries: one for BBMS generated donations, and one for all other donations (checks, PayPal, etc). I then have to manually compile them into one. If they could all be generated in the same query, it would be a huge help!

  • Maria Kizirian
  • Dec 7 2020
  • Already Works That Way.
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    Kimberly Hammer commented
    February 17, 2023 15:43

    You can include these donations together by either using a compound query, to add your queries together, or setting the Criteria Matching option to "Match at least one criteria". If you need to narrow it down to a specific date range, you can set your Starting Query to one in the Constituent Journal Entry Date category or a query you've built.

    If you have questions on how to set this up, please reach out to our Support team for additional help.

    Thanks!

    Kim

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