Recurring Gifts

This script runs from the Main Reports Menu.

It shows each giver and the recurring schedule and fund and amount of the recurring gift.

The comment at the top of the script ensures that this report can only be run by a Finance user.

The recommended name is RecurringGifts

Sample Report

Use the following code to Create the SQL Script. See How to create a SQL Script.

SELECT mg.PeopleId
      ,CONVERT(DATE, mg.StartWhen) StartDt
      ,CONVERT(DATE, mg.NextDate) NextDt
FROM dbo.ManagedGiving mg
JOIN dbo.People p ON p.PeopleId = mg.PeopleId
JOIN dbo.RecurringAmounts ra ON ra.PeopleId = mg.PeopleId
JOIN dbo.ContributionFund f ON f.FundId = ra.FundId
ORDER BY p.Name2

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