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Reporting Filters

Your organization can configure filters to determine the types of revenue transactions and applications to include in amounts such as constituent revenue history totals. From Revenue, you can configure the criteria for multiple filters and set one filter as the default for your organization. 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. You can also create filters to use when you view recognition credit history totals. To view and manage your revenue and recognition filters from Revenue, click Reporting filters under Configuration. The Manage Reporting Filters page appears.

Note: From Marketing and Communications, you can manage a process to automatically generate acknowledgements to thank constituents for revenue transactions. Your default revenue filter determines the types of transactions the process acknowledges.

Revenue Filters

Recognition Filters