PSDio IQ - How to build a query for unfulfilled pledges within your specified date range and your specified organization

How to build a query for unfulfilled pledges within your specified date range and your specified organization

The following query will return pledge information for pledges that have not yet been paid off. The query is built to report pledges per a specified date range, to (a) specified fund(s) and to a specified OBO.

A couple things about this query:

  • You can add additional fields to the Result Columns to get family information, but you will want to keep the pledge information at the beginning.
  • You can choose to not have this per organization or per fund if you would like, just take those conditions out of the query.
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