To view a history of all of the revenue your organization received from the constituent, select the Revenue History tab. Under Revenue history, you can view a history of all revenue transactions or commitments associated with the constituent, such as gifts, pledges, pledge payments, and event registration fees. For a constituent group or household, you can view information about the revenue history of both the household or group and its members.
The grid maintains the relationship between revenue transactions and commitments, such as between a gift and its matching gift claim or between a pledge and its installment payments.
| • | To view a specific transaction related to another transaction, such as to view the payments related to a single pledge, in the Group by field, select Transaction and click Apply. The grid displays all transactions. Click the plus sign next to the parent transaction to view relationship information. |
| • | To view commitment information, such as event registration payment commitments, in the Group by field, select Commitment and click Apply. The grid displays all commitments. Click the plus sign next to the parent commitment to view relationship information. |
Note: You can filter the information on the Revenue History tab by criteria such as date, revenue type, and transaction type. You can also use a revenue filter to determine the types of revenue transactions and applications to include in amounts. From the Reporting filters configuration task in Revenue, you can configure revenue filters. For example, you can create one filter to include all types of revenue transactions and applications and another to include only payments toward donations, pledges, and recurring gifts.
From the tab, you can view the record of a transaction associated with the constituent. In the grid, click the amount of the transaction to view. The selected revenue record appears.
For information about revenue, revenue types, and recognition credits, see the Revenue section of the help file.