View Posted Gifts allows you to view and print Posted Gift information at any time.
Filters
- Choose the appropriate Filters:
- Name: Brings up the Person Search window, where you can search for the name.
- Envelope Number: Enter an envelope number here. Normally, this field would replace the Name filter. If you use the Name filter and Envelope Number filter at the same time, you run a much higher risk of seeing "No records to display." Therefore, it is recommended to use either the Name filter or the Envelope Number filter.
- Date Range:
- Motivation: Either start typing the name of the motivation and then choose from the pick list, or type an "*" to list all motivations.
- Purpose: Either start typing the name of the motivation and then choose from the pick list or type an "*" to list all motivations.
- Purpose Types: All, Non-Tax Deductible, or Tax Deductible.
- Pledge Status: All, Active, Inactive, or Not Associated With Pledge.
- Click the Search button to display the results or the Clear Filters link to reset all filters.
View Posted Gifts Grid
- Choose the type of view:
- Pledge Summary
- Gift Summary
- Detail Information
- Quarterly Summary Information:
- Statistics Information:
Updated