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

https://i.tpsdb.com/2016-07-27_13-35-23.png — Sample Report¶

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

--Roles=Finance
SELECT mg.PeopleId
      ,p.Name2
      ,CONVERT(DATE, mg.StartWhen) StartDt
      ,CONVERT(DATE, mg.NextDate) NextDt
      ,mg.SemiEvery
      ,mg.Day1
      ,mg.Day2
      ,mg.EveryN
      ,mg.Period
      ,ra.FundId
      ,f.FundName
      ,ra.Amt
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

Latest Update

11/13/2020

Modify image link with secure protocol.