PSFS IQ - Query Builder: How to get a list of overpaid pledges

How to get a list of overpaid pledges

  1. Select the columns of information you want on the report. 
    • Example of possible columns:
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  2. Select the fields for the conditions to include or exclude from the report and update the values.
    For example, Pledges Balance is less than  -1 to get the amount overpaid on the pledge. 
    • Example: Enter the conditions
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  3. At the bottom of the Query Builder, choose Unique Records Only and then click Execute Query.
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  4. Click Query results Export to CSV
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