In This Article:

    Advanced Query Wizard: Field Definitions in a Donation Type Query

    In This Article:

      Donation Table

      Record Status - Active or Inactive.

      Donation ID - The unique ID assigned by Salsa CRM to a gift record.

      Donation UUID - The unique ID assigned by either Salsa CRM or Salsa Engage to a transaction that could be shared to CRM by Engage.

      Donation Source Activity UUID - The unique ID assigned by Engage to a Donation that denotes the form source of a transaction.

      Donation Source Activity - The unique form name whence a transaction originated.

      Donation Source Activity Type - The type of Engage form from which a transaction originated.

      Donation Transaction Reason - The reason for the transaction. Valid values are either EventTicket or Donation. These values are submitted directly from Engage and are unalterable.

      Donation Transaction Reason Name - For EventTickets, the name of the Ticket as assigned by the Campaign Manager.

      Web Donation ID - Unique ID assigned to transactions that originated from an external source and entered Salsa CRM through either the Web Donation Queue or the AI Bridge.

      Donation Type - Indicates whether a donation record is a Pledge or a Donation.

      Date Created - Timestamp for when the transaction was initially saved.

       

      Donation Last Updated - Timestamp for when the transaction was last updated.

      Updated By - Salsa CRM user ID of the user who last updated the transaction record.

      Donor ID - Unique ID of the primary constituent linked to the transaction.

      Document ID - Unique ID of the file (usually image) of the Document associated with the transaction represented by Donation ID.

      Document Description - Name of the Document file (usually an image) associated with the transaction represented by Donation ID.

      Received Date - The value in the Received Date field of the transaction. Values represent the date that Pledges, Pledge Payments, and donations that are not Pledge Payments are received to the foundation.

      Donation Type - Valid values are Pledge or Donation.

      Donation Source ID -The unique ID representing the source of the transaction. Can be selected from a field on the Donation record or imported from a Web Donation source.

      Donation Source Lookup Name of the source of the transaction.

      Donation Designation

      Donation Amount - The full amount of the transaction. This will have a value for all pledge payments, pledges, and donations that are not Pledge Payments. This will show the TOTAL donation amount for gifts that are split between two or more funds.

      Unsplit Amount - The full amount of the transaction.  This will have a value for all pledge payments, pledges, and donations that are not Pledge Payments. This will show the TOTAL donation amount for gifts that are split between two or more funds. 

      Deductible Amount - The amount of the transaction that is tax-deductible. Non-tax-deductible amounts of the transaction are the difference between the Unsplit Amount and this Deductible Amount.

      Appeal Id - The unique ID representing the Appeal Name applied to this donation.

      Campaign Id - The unique ID representing the Campaign Name applied to this donation.

      Acknowledge Ind - A checkbox on the Donation record used as an indicator of whether the donation should be identified for the Acknowledgment Wizard.

      Anonymous Ind - A checkbox on the Donation record used as an indicator of whether the donor should have his List As Name changed to 'Anonymous'.

      List As Name - The field on the Donation record that indicates the name or names by which the Donor and any Co-Donors may be referred to for the transaction.

      Honor Reason - The reason given by the Donor for why the gift was made in honor of someone.

      Pledge Start Date - The date a Pledge starts or the first date for which Recurring donations may start to be charged.

      Pledge End Date - The date a Pledge ends, or the last date for which Recurring donations may be charged.

      Payment Frequency - How often Pledge or Recurring installments are to be due. Valid values are 

      Recurring Amount

      Recurring Status

      Pledge Installment ID: This will have a value when the donation is a pledge payment. This will be empty for pledge records and for donations that are not Pledge Payments.

      Matching ID

      Letter Date

      Thank You Letter ID

      Thank You Letter

      Receipt Number

      Receipt Sent Date

      Receipt Letter ID

      Receipt Letter

      Deductible Receipt?

      Fee ID

      Reversal?

      Replaced Reversal Id

      Gift Aid Status

      Gift Aid Submitted

      Gift Aid Response

      Solicitation Vendor

      Solicitation Finder File ID

      Solicitation Keycode

      Solicitation Keycode Display Value

      Solicitation Keycode Vendor Description

      Gift Aid

      Mass for

      QB Num

      Notify Text

      Dedication Description

      Dedication Type

      *Dedication Constituent

      Record Status

      Constituent Number

      Constituent UUID

      Date Created

      Constituent Type

      Title

      First Name

      Middle Name

      Last or Org Name

      Name Suffix

      Nickname

      Alias or Maiden Name

      Birth Date

      Deceased Date

      Gender

      Email Address

      Activity Custom Fields

      *Geographic Responsibility

      Geographic Responsibility ID

      Note

      *Responsible Constituent

      *Batch

      Batch ID

      Type

      Status

      Name

      Description

      Recurring Template ID

      Date Posted

      Fund Items Table

      Fund ID

      Fund Name: This will display the fund name when the gift is a pledge payment or a donation, but not for pledges. If the donation is split between two or more funds, this field will show the fund name of the split gift.

      Fund Description

      Fund Goal

      Credit Account Number

      Debit Account Number

      Fund Restricted?

      Fund Item ID

      Fund Item Last Updated

      Entry Type

      Payment Type

      Credit(+1) / Debit(-1)

      Amount Entered: This will display the split amount of a pledge payment or donation, but not for pledges. For example, if a $100 donation is split evenly between two different funds, this value will be $50. In other words, the split gift will be displayed as two separate records. If the transaction is a pledge, this field will be $0.

      Check Date/Date Paid

      Date Entered

      Gift in Kind/Check #/Description

      Credit Card Type

      *Fund Classes

      Fund Item Class ID

      Class Amount

      Fund Class ID

      Display Name

      Accounting Name

       

      Pledge Fund Items Table

      Amount Entered: This will display the split amount of a pledge, but not a pledge payment or donation.  For example if a $100 pledge is split evenly between two different funds, this value will be $50.  In other words, the split pledge will be displayed as two separate records.  If the transaction is a pledge payment or a donation, this field will be $0.

      Fund Name: This will display the fund name when the gift is a pledge, but not a pledge payment or a donation. If the pledge is split between two or more funds, this field will show the fund name of the split gift.

      Amount Due: If the gift is a pledge, it will contain one or many installments.  This field displays the amount due for EACH installment.  In other words, if a $100 pledge is divided into 5 equal installments, the value in this field will be $20 and there will be 5 installment records displayed.  If the transaction is not a pledge or pledge payment, the value in this field will be $0.

      Installment Table

      Due Date: This will contain the due date for each installment.  If the transaction is not a pledge or pledge payment, this field will not have any value.

      Installment Type: This field indicates whether the installment is linked to a Pledge or a Matching Gift.

      Status: This field indicates whether the installment is Paid, Unpaid, Underpaid, Overpaid or Written Off.

      Amount Received: If the installment is Paid, Underpaid or Overpaid, this field will display the pledge payment amount paid towards the installment.  If the installment is Unpaid or Written Off, or if the transaction is not a pledge payment, the value in this field will be $0.

      Received Date: If the installment is Paid, Underpaid or Overpaid, this field will display the received date of the pledge payment. It will contain the same value as amount paid towards the installment.  If the installment is Unpaid or Written Off, or if the transaction is not a pledge payment, the value in this field will be $0.

      Donor Table

      First and Last Name: This table indicates the primary donor associated with the Donation record. This field is mutually exclusive with the Donors table; both cannot be selected within the same query.

      Donor Addresses: This table indicates Address information about the primary donor associated with the Donation record. This field is mutually exclusive with the Address table; both cannot be selected within the same query. This field integrates with Seasonal Address data, for when a Constituent should be at a certain address within the current time of year.

      Donor Address: This table indicates Address information about the primary donor associated with the Donation record. This field is mutually exclusive with the Addresses table; both cannot be selected within the same query. This table is included only for backwards compatibility of older saved queries. Addresses table should be used every time.

      Donors Table

      First and Last Name: This table indicates certain Constituents other than the primary donor: Co-donor or Soft Credit information associated with the Donation record. Reporting can be created that focuses on only these individuals, independent of the primary Donor. This field is mutually exclusive with the Donor table; both cannot be selected within the same query.

      Other Donors - Type: This field indicates whether the other constituent on the Donation record is a Co-donor or a Soft Credit and can be used to report on these individuals, independent of the primary Donor.  Separate Co-donor and Soft Credit tables also exist for reporting on only those Donation Constituent types.

       

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