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Report Columns and Filters in Bloomerang CRM for Benevon

Updated this week

This article lists all of the columns available in each type of report, as well as all of the fields available in those filters which have fields, in Bloomerang for Benevon. Custom fields are also available as columns and filters.

This article covers only the columns and filters that are exclusive to Bloomerang for Benevon. For a comprehensive overview of the other report columns and filters available in Bloomerang CRM, read Report Columns and Filters.

Constituents Report Fields

Name

Column

Filter

Description

Valid Values

Ambassadors

Column

Filter

The constituents who are the assigned ambassadors for a Benevon constituent. Column value is pulled from the most recent interaction with a completed Ambassadors field. Available for Bloomerang for Benevon only.

Ask Amount

Column

Filter

The amount a Benevon constituent should be asked for. Column value is pulled from the most recent interaction with a completed Ask Amount field. Available for Bloomerang for Benevon only.

Ask by When

Column

Filter

The date by which a Benevon constituent should be asked for a donation. Column value is pulled from the most recent interaction with a completed Ask by When field. Available for Bloomerang for Benevon only.

Buckets

Column

Filter

The areas of interest for a Benevon constituent. Column value is pulled from the most recent interaction with a completed Buckets field. An Interaction custom field available for Bloomerang for Benevon only.

User-entered values

First Interaction Date

Column

No

The date of the constituent's first Benevon interaction. Available for Bloomerang for Benevon only.

First Interaction Purpose

Column

No

The purpose of the constituent's first Benevon interaction. Available for Bloomerang for Benevon only.

Last Interaction Date

Column

No

The date of the constituent's most recent Benevon interaction. Available for Bloomerang for Benevon only.

Last Interaction Purpose

Column

No

The purpose of the constituent's most recent Benevon interaction. Available for Bloomerang for Benevon only.

Levels of Interest

Column

Filter

How the Benevon constituent wants to be involved with the organization. Column value is pulled from the most recent interaction with a completed Levels of Interest field. Available for Bloomerang for Benevon only.

Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values

Readiness for Ask

Column

Filter

The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Column value is pulled from the most recent interaction with a completed Readiness for Ask field. Available for Bloomerang for Benevon only.

Numerals from 1 to 10.

Reason for Interest

Column

Filter

The Benevon constituent's main reason for being interested. Column value is pulled from the most recent interaction with a completed Reason for Interest field. Available for Bloomerang for Benevon only.

Team Leader

Column

Filter

The Bloomerang user who is assigned to a Benevon constituent. Column value is pulled from the most recent interaction with a completed Team Leader field. Available for Bloomerang for Benevon only.

Interactions Report Fields

Name

Column

Filter

Description

Valid Values

Ambassadors

Column

Filter

The constituents who are the assigned ambassadors for a Benevon constituent. Available for Bloomerang for Benevon only.

Ask Amount

Column

Filter

The amount a Benevon constituent should be asked for. Available for Bloomerang for Benevon only.

Ask by When

Column

Filter

The date by which a Benevon constituent should be asked for a donation. Available for Bloomerang for Benevon only.

Askers

Column

Filter

The constituents who are tasked with asking a Benevon constituent for a donation. Available for Bloomerang for Benevon only.

Buckets

Column

Filter

The areas of interest for a Benevon constituent. An Interaction custom field. Available for Bloomerang for Benevon only.

User-entered values

Event Status

Column

Filter

The constituent's status for a Benevon event. Available for Bloomerang for Benevon only.

Invited, Declined, RSVP, Attended, No Show

Event Type

Column

Filter

The type of Benevon event. Available for Bloomerang for Benevon only.

Point of Entry, Ask Event, Free Feel-Good Cultivation Event

Invited By

Column

Filter

The constituent who invited the Benevon constituent to a Benevon event. Available for Bloomerang for Benevon only.

Levels of Interest

Column

Filter

How the Benevon constituent wants to be involved with the organization. An Interaction custom field that comes with preset values but can be changed. Available for Bloomerang for Benevon only.

Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values

Purpose

Column

Filter

The purpose selected on the interaction. Benevon purposes are only available on Bloomerang for Benevon databases.

Acknowledgement, Benevon Ask Event, Benevon Follow-Up, Benevon One-on-One Ask, Benevon Ongoing Cultivation, Benevon Point of Entry, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other

Readiness for Ask

Column

Filter

The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Available for Bloomerang for Benevon only.

Numerals from 1 to 10

Reason for Interest

Column

Filter

The Benevon constituent's main reason for being interested. Available for Bloomerang for Benevon only.

Table Captains

Column

Filter

The constituents who are table captains for a constituent at a Benevon event. Available for Bloomerang for Benevon only.

Team Leader

Column

Filter

The Bloomerang user who is assigned to a Benevon constituent. Available for Bloomerang for Benevon only.

Tasks Report Fields

Name

Column

Filter

Description

Valid Values

Ambassadors

Column

Filter

The constituents who are the assigned ambassadors for a Benevon constituent. Available for Bloomerang for Benevon only.

Ask Amount

Column

Filter

The amount a Benevon constituent should be asked for. Available for Bloomerang for Benevon only.

Ask by When

Column

Filter

The date by which a Benevon constituent should be asked for a donation. Available for Bloomerang for Benevon only.

Askers

Column

Filter

The constituents who are tasked with asking a Benevon constituent for a donation. Available for Bloomerang for Benevon only.

Buckets

Column

Filter

The areas of interest for a Benevon constituent. An Interaction custom field. Available for Bloomerang for Benevon only.

User-entered values

Event Status

Column

Filter

The constituent's status for a Benevon event. Available for Bloomerang for Benevon only.

Invited, Declined, RSVP, Attended, No Show

Event Type

Column

Filter

The type of Benevon event. Available for Bloomerang for Benevon only.

Point of Entry, Ask Event, Free Feel-Good Cultivation Event

Invited By

Column

Filter

The constituent who invited the Benevon constituent to a Benevon event. Available for Bloomerang for Benevon only.

Levels of Interest

Column

Filter

How the Benevon constituent wants to be involved with the organization. An Interaction custom field that comes with preset values but can be changed. Available for Bloomerang for Benevon only.

Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values

Purpose

Column

Filter

The purpose on the task. Benevon purposes are only available on Bloomerang for Benevon databases.

Acknowledgement, Benevon Ask Event, Benevon Follow-Up, Benevon One-on-One Ask, Benevon Ongoing Cultivation, Benevon Point of Entry, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other

Readiness for Ask

Column

Filter

The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Available for Bloomerang for Benevon only.

Numerals from 1 to 10

Reason for Interest

Column

Filter

The Benevon constituent's main reason for being interested. Available for Bloomerang for Benevon only.

Table Captains

Column

Filter

The constituents who are table captains for a constituent at a Benevon event. Available for Bloomerang for Benevon only.

Team Leader

Column

Filter

The Bloomerang user who is assigned to a Benevon constituent. Available for Bloomerang for Benevon only.

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