How do I run a gift history report that does not show all the adjusted gifts?
- 04 Jun 2023
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How do I run a gift history report that does not show all the adjusted gifts?
- Updated on 04 Jun 2023
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I want to run the gift history report and show unajusted gifts and the final good gift. I don't want the reversals. I don't want to see all the mistakes. What selections do I make?
Answer:
When you adjust a gift the adjustment type is changed to reflect the activity.
In a new gift, the adjustment type field is blank.
When a gift is reversed, the new reversing gift has an R adjustment type.
When a gift is adjusted you get both a reversing (R) gift and a new adjusting (A) gift. The original gift now switches from a blank to an S for source gift.
So running any gift report and selecting an adjustment type of blank ( a space) thru A will get you original unadjusted gifts (the blank) and the final gift ( the A).
In a new gift, the adjustment type field is blank.
When a gift is reversed, the new reversing gift has an R adjustment type.
When a gift is adjusted you get both a reversing (R) gift and a new adjusting (A) gift. The original gift now switches from a blank to an S for source gift.
So running any gift report and selecting an adjustment type of blank ( a space) thru A will get you original unadjusted gifts (the blank) and the final gift ( the A).
- Unadjusted - blank
- Reversing gift - R
- Adjusting gift - A
- Source gift - S
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