Query on Manual or Automatic Recurring Gifts

Prior to the automatic feature of recurring gifts, we built a query that would show all scheduled recurring gifts and would use that the ensure that we didn't miss any.  Now, about 1/2 of our recurring gifts have been automated, yeah!!

 

But we have no ability to filter the query based upon whether they are manual or auto, and so all of the automatic gifts are still populating in the query, which is annoying, because when we auto create the batch, about half of the gifts are now "missing".  They aren't really because they are in an auto batch, but you still have to research and figure out why, just in case there is a snafu.  So instead of us being more efficient, we now spend more time processing recurring gifts.

 

Please figure out a way for us to query on manual vs. auto recurring gifts!!!

  • Brian Bates
  • Jan 2 2020
  • Reviewed: Voting Open
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  • Tara Sawchuk commented
    25 Sep 15:00

    It's nuts that it's available in Export (the field is apparently 'NXT Gift?' and it's boolean) but not available in query. I have the exact same problem.

  • Matt Haynes commented
    30 May 18:13

    It would seem there should be some indicator available in web view - since it's clearly visible on the recurring gift record to be either automated or manual process - and having that as an output in query would be great as Brian suggested some time ago!