Revenue Source View

This is the top node in a revenue query. It provides information found on the revenue record, such as the overall amount, date, payment methods, etc.

Commonly Used Fields

• Date

• Amount (entire amount of the transaction)

• Mailing

• Payment method

• Pledge/Grant award balance (pledge balance when pulling pledges)

• Receipt amount

• Reference

• Transaction Type (pledge, payment, order, etc.)

• Revenue ID

Pulls information about the appeal record associated with a gift.

Commonly Used Fields

• Appeal\Name

Pulls information about how revenue is applied. USe this node to find for more information about what payments are applied to (event registrations, membership transactions, etc.)

Commonly Used Fields

• Application Details/Application

• Application Details/Amount (pulls only the amount applied to an application — great for finding split gifts)

• Application Details/Designation Name

• Application Details/Event Registrations/Registrant

• Application Details/Membership Transaction

• Application Details/Revenue Recognition Credits

• Application Details/Pledges

Pulls information about the constituent who made the gift.

Commonly Used Fields

• Constituent/Lookup ID

• Constituent/Name

• Constituent/First Name

• Constituent/Last/Organization/Group/Household Name (Last Name)

Pulls information about any matching gift claims associated with a donation.

Commonly Used Fields

• Matching Gift Claims/Amount Matching Gift

• Claims/Matching Gift Claim/Constituent/Name (Company associated with the claim)

Pulls information about the original gift.

Note: This node only displays information for a matching gift claim.

Commonly Used Fields

• Matching Gift Matched Revenue/Amount

• Matched Revenue/Constituent/Name (Original Donor)

Pulls information about payments made for a matching gift.

Note: This field only displays information for a matching gift claim.

Commonly Used Fields

• Matching Gift Payments/Amount

• Matching Gift Payments/Payments/Revenue Details/Date (Date of the payment on the Matching Gift Claim)

Pulls details about notes that were added to the Documentation tab of a revenue record.

Commonly Used Fields

• Notes/Notes

• Notes/Title

• Notes/Type

• Notes/Date Entered

Pulls information about the expected installment schedule on a pledge.

Note: This node only displays information for pledge transactions.

Commonly Used Fields

• Pledge Installments\Amount (Expected installment amount)

• Pledge Installments\Date (Expected installment date)

• Pledge Installment\Balance (Current balance of that specific installment)

Pulls information about the payments made on a pledge.

Note: This node only displays information for pledge transactions.

Commonly Used Fields

• Pledge Payments/Amount (Amount of actual pledge payment)

• Pledge Payments/Payments/Revenue Details/Date (Date of actual pledge payment)

Pulls information about payments made on a recurring gift.

Note: This node only displays information for recurring gift transactions.

Commonly Used Fields

• Recurring Gift Payments\Amount

• Recurring Gift Payments\Scheduled date (The date the payment was originally scheduled for)

• Recurring Gift Payments\Payments\Revenue Details\Date (The actual date the payment was received)

Pulls information about benefits associated with a revenue record.

Commonly Used Fields

• Revenue Benefits\Benefit

• Revenue Benefits\Total Value

• Revenue Benefits\Quantity

• Revenue Benefits\Unit Value

Pulls information about letters on the Letter Tab of the revenue record. These letters include acknowledgements and tribute acknowledgements.

Commonly Used Fields

• Revenue Letters/Acknowledge date

• Revenue Letters/Letter Name

Pulls information about tributes on the Tributes tab of a gift.

Commonly Used Fields

• Revenue Tributes\Amount

• Revenue Tributes\Tribute\Tribute Text

• Revenue Tributes\Tribute\Tribute Type

• Revenue Tributes\Tribute\Tributee (information about the person who is being honored)

Pulls information about the sale of stock on stock gifts.

Commonly Used Fields

• Stock Sale\Date of Sale

• Stock Sale\Sale Amount

• Stock Sale\Units Sold