How do I exclude Pledges that have been written off from a Summary Field in Export? How do I get the Pledge Balance for a Summary Field if the Pledges have been written off? How do I only get Pledges that are not written off in the total for a Summary field in Export?
When exporting from a Summary field in Export using Total Gift Amount there are several options available.
**If you want the original amount of the Pledge go to the Gift Types tab and include Pledge and do not select the option to Use Gift Balance instead of Gift Amount
**If you want the current balance of the Pledge, the Use gift balance instead of gift amount should be marked
**If you want the original Pledge amount, but do not want to include Pledges that have been written off, you will need to include a Gift Query as a Filter in the Summary field
Include that GIFT query in the export on the Filter tab