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    Advanced Query Wizard: Fields Definitions in a Donation Type Query

    In This Article:

      Donation – Donation Type: Indicates whether a donation records is a Pledge or a Donation.

      Donation – Donation Amount: This will show the amount of the donation. 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.

      Donation – 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.

      Donation Received Date: This will display the value in the Received Date field of the donation record.  It will have a value for Pledges, Pledge Payments and donations that are not pledge payments.

      Fund Items – 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.

      Fund Items – 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.

      Pledge Fund Items – 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.

      Pledge Fund Items – 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.

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

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

      Installment – 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.

      Installment – 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 – 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 – 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 – 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 – 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.

      Donors – 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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