Terminated Pledges and Recurring Gifts included in the Not Paid Report

Users may find that when running the Not Paid report in Reports > Pledge and Recurring Gift Reports where pledges and recurring gifts with status of Terminated (or Cancelled) are included in the report.

Article Number: 120798

Products:

Raiser_s_Edge_RE

This is resolved in 7.96 patch 13, released in September - October 2018 and applied to databases in Blackbaud Hosting Services.
If your database is installed locally, download and install the latest version and patch, if applicable.

Alternatively, if the report is required before the latest version and patch can be applied, then run the report using a Gift query with the criteria Gift Type one of Pledge, Recurring Gift AND Gift Status equals Active - if only active should be included.
If those with status of Held should also be included then change the above Gift Status criteria to one of Active, Held.

Steps to Duplicate

Add a Pledge or Recurring Gift.
It is then found that the donor does not make any payments so it is decided to change the status to Terminated (or Cancelled) and the Status Date is set to a date before the 1st instalment / transaction is due.
In Reports > Pledge and Recurring Gift Reports, run the Not Paid Report and include All Records and All Dates.
The report produced includes Pledges and Recurring Gifts which have been Terminated (or Cancelled).

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!

We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.

We’re sorry to hear that. Please tell us why.

I don't like how this works.

The answer is confusing.

The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.

Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.

Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.

Thanks for letting us know. We'll work on updating the search engine to return more relevant results.

Blackbaud Community

Connect and collaborate with fellow Blackbaud users.

Chat with Support

Chat with our experienced staff to receive help right away.

Connect

The Blackbaud team is online and ready to connect with you!