Recurring Gifts

Danielle Lifshitz
Danielle Lifshitz
Eighth Anniversary March 2026 Challenge: Answered Questions Kudos 1 Name Dropper
in Blackbaud Raiser's Edge NXT®: General Discussions

What is the best/easiest way to run a report of current recurring or pledge pay gifts that are set up and "Active" in NXT to see the start date, end date, current schedule, etc - this seems like it should be reportable in an easy way?

Answers

  • Joe Moretti
    Joe Moretti Community All-Star
    Kudos 5 Third Anniversary 2026 Spring PUB Raiser's Edge NXT First Reply

    As far as I know, something like that can only be done in Database View with the Pledge and Recurring Gift Activity Report, You can run it based on outstanding pledges/Recurring gifts if you want.

  • Karen Diener
    Karen Diener Community All-Star
    Tenth Anniversary Kudos 5 2026 Spring PUB: Raiser's Edge NXT Premium and AI First Reply

    I believe this is possible in Query and Export. Have you tried either of those yet?

    I think I would probably do one for Recurring Gifts and a different one for Pledges, since the output fields are different for each. For instance, "schedule" is related to recurring gifts and "installments" is related to pledges, and having all of the necessary fields for each gift type in your output would definitely be confusing.

Categories