1. Create a new constituent query
  2. Criteria of Summary Information > Summary for Gift > Total Number of Gifts greater than 0 filtering on gift type one of and select desired types and gift date between desired dates
  3. AND Gifts > Last installment/payment date due greater than desired date
  4. AND Gift > Gift type one of Pledge, MG Pledge
  5. AND Gift date between desired dates.
  6. Place parenthesis around the bottom three lines of criteria to group them together
Below is an an example for a fiscal year running from 7/1/15 to 6/30/16

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