Skip to main content

Find Unacknowledged Donations

Bloomerang CRM

Updated over a month ago

As a best practice, acknowledge every donation.

In reports, you can use the Acknowledgement Status filter to find unacknowledged transactions. This filter corresponds to the "Has this donation been acknowledged?" status in each transaction.

Find Unacknowledged Transactions

In reports, letters, and emails, include the Acknowledgement Status filter and select No to find transactions that need to be acknowledged.

Report that includes the Acknowledgement Status filter with the value

Find Unacknowledged Soft Credits

To use a report to find unacknowledged soft credits:

  1. Create a transaction report.

  2. In the Include section, add the Acknowledgement Status filter and select No.

  3. In the Include section, add the Type filter and select Soft Credit.

    Two report filters to find unacknowledged soft credits

To filter an email or letter for unacknowledged soft credits:

  1. Open and edit your email or letter.

  2. On the Recipients tab, go to the Filters section.

  3. In the Include section:

    1. Add the Has Transactions filter.

    2. Click Transactions and select Specific Transactions.

    3. In the Transaction Filters section, in the Include section, add the Type filter.

    4. From the Type filter list, select Soft Credit.

    5. Click Ok.

    6. Click And.

    7. Add the Acknowledgement Status filter and select No.

      Filter for unacknowledged soft credits in an email or letter

Related

Did this answer your question?