This article lists all of the columns and filters available in each type of report, as well as all of the fields available in those filters which have their own fields. Custom fields are also available as columns and filters. To learn more about reports, or to take a Basic Reporting & Filtering course on Bloomerang Learning, see the Related section.
In this article:
Constituent Reports
Name | Column | Filter | Description | Valid Values |
Account Number | Column | No | The constituent's account number. Assigned sequentially by Bloomerang CRM. |
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Address | Column | No | Click to get to address fields for a specific address type. See Addresses. |
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Birthdate | Column | Filter | The constituent's date of birth |
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Communication Restrictions | Column | Filter | How the constituent does not want to be communicated with | Do Not Call, Do Not Mail, Do Not Solicit |
Created By | Column | Filter | The name of the user who created the constituent's record in Bloomerang CRM. Shows [API] if created through the API, such as by a form |
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Created Date | Column | Filter | The date the constituent's record was created in Bloomerang CRM. |
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Email Address | Column | No | Click to get to email fields for a specific email type. See Email Addresses. |
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Email Interest Type | Column | Filter | Shows if the constituent has selected to receive all emails (All), some email interests (Custom), or opted out of mass email (Opted Out) | All, Custom, Opted Out |
Email Interests | Column | Filter | The categories of email the constituent has selected to receive. Only has values if the constituent's Email Interest Type is Custom |
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Employer | Column | Filter | The constituent's employer |
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Engagement Level | Column | Filter | The engagement level listed on the constituent's or household's Summary screen | Cold, Cool, Warm, Hot, On Fire |
Envelope Name | Column | No | The name that should be used on an envelope when sending the constituent mail |
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Facebook ID | Column | No | The constituent's Facebook ID |
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Find Constituents | No | Filter | Search for and select individual, organization accounts |
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First Name | Column | No | The first name of an individual constituent or an organization's primary contact |
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First Transaction Amount | Column | No | The amount of the constituent's first transaction |
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First Transaction Date | Column | No | The date of the constituent's first transaction |
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Formal Name | Column | No | The constituent's formal name |
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Gender | Column | Filter | The constituent's gender | Male, Female, Other, Unknown |
Giving Level | Column | Filter | The constituent’s highest total giving amount in any fiscal year. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. For more information, read About Giving Levels. | General, Mid, Major |
Giving Level Source | Column | Filter | Indicates whether the constituent's giving level was set automatically by Bloomerang CRM or manually by an administrator. For more information, read About Giving Levels. | System Generated, Manual Override |
Groups | Column | Filter | All groups in Bloomerang CRM, which includes groups that your organization creates and groups that Bloomerang CRM creates. | Group name. |
Generosity | Column | Filter | A rating of the constituent's generosity | Cold, Cool, Warm, Hot, On Fire, Not Scanned |
Generosity Details | Column | Filter | Click to get to the DonorSearch generosity fields. Available with a DonorSearch batch screening. See Generosity Details. |
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Has Addresses | No | Filter | Click to get to the address fields. See Addresses. |
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Has Email Addresses | No | Filter | Click to get to the email address fields. See Email Addresses. |
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Has Facebook ID | Column | Filter | Whether constituents have a Facebook ID on their profiles | Yes, No |
Has First-Time Donor Thank You Call | Column | Filter | Whether constituents has a First-Time Donor Interaction | Yes, No |
Has Interactions | Column | Filter | Click to get to the interaction fields. See Interactions. |
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Has LinkedIn ID | Column | Filter | Whether constituents have a LinkedIn ID on their profiles | Yes, No |
Has Notes | Column | Filter | Click to get to the notes fields. See Notes. |
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Has Phone Numbers | No | Filter | Click to get to the phone number fields. See Phone Numbers. |
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Has Relationships | No | Filter | How one constituent is related to other constituents | Any relationship roles set in Bloomerang CRM |
Has Tasks | Column | Filter | Click to get to the task fields. See Tasks. |
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Has Transactions | Column | Filter | Click to get to the transaction fields. See Transactions. |
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Has Twitter ID | Column | Filter | Whether constituents have a Twitter ID on their profiles | Yes, No |
Has Visited Website | Column | No | Whether constituents have visited your organization's website. Website Visits must be turned on for this to work | Yes, No |
Household Name | Column | No | The household name, if the constituent is grouped in a household |
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Informal Name | Column | No | The informal name of the constituent or household |
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Is a Fundraiser | Column | Filter | Whether a constituent fundraised a donation | Yes, No |
Is Head of Household | Column | Filter | Whether constituents are assigned as Head of Household on a household's account | Yes, No |
Is in a Constituent Report | No | Filter | Click to reference another constituent report |
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Is in a Household | Column | Filter | Whether constituents are in a household account | Yes, No |
Job Title | Column | Filter | The constituent's job title |
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Largest Transaction Amount | Column | No | The amount of the constituent's largest transaction |
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Largest Transaction Date | Column | No | The date of the constituent's largest transaction |
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Last Modified By | Column | Filter | The user who last updated the constituent's profile |
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Last Modified Date | Column | Filter | The date when the constituent's profile was last updated |
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Last Name | Column | No | The last name of an individual constituent or an organization's primary contact |
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Last Website Visit | Column | Filter | Column: The date when the constituent last visited your organization's website. Filter: Set a date span for the last website visit. Website Visits must be turned on for this column and filter to work |
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Last Year Fundraised | Column | No | The constituent's total amount of fundraised dollars from the past calendar year. Fundraised money includes transactions where this constituent is listed as the fundraiser |
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Last Year Giving | Column | Filter | The constituent's giving total over the last calendar year. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. |
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Last Year Raised | Column | No | The constituent's total amount of raised dollars from the past calendar year. Raised money includes donations, pledges, and recurring donation payments |
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Last Year Revenue | Column | No | The constituent's total amount of revenue dollars from the past calendar year. Revenue money includes donations, pledge payments, and recurring donation payments |
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Latest Transaction Amount | Column | No | The amount of the constituent's most recent transaction |
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Latest Transaction Date | Column | No | The date of the constituent's most recent transaction |
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Lifetime Fundraised | Column | No | The constituent's lifetime total amount of fundraised dollars. Fundraised money includes transactions where this constituent is listed as the fundraiser |
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Lifetime Giving | Column | Filter | The constituent's total giving ever. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. |
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Lifetime Raised | Column | No | The constituent's lifetime total amount of raised dollars. Raised money includes donations, pledges, and recurring donation payments |
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Lifetime Revenue | Column | No | The constituent's lifetime total amount of revenue dollars. Revenue money includes donations, pledge payments, and recurring donation payments |
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LinkedIn ID | Column | No | The constituent's LinkedIn ID |
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Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Middle Name | Column | No | The middle name of an individual constituent or an organization's primary contact |
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Name | Column | Filter | The first, middle, and last name of an individual constituent or the organization's name |
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Name Suffix | Column | No | The suffix of an individual constituent or an organization's primary contact. For example, M.D. |
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Name Title | Column | No | The title of an individual constituent or an organization's primary contact. For instance, Dr., Mrs. |
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Notes | Column | Filter | The text in the Notes field. Column value is pulled from the most recent interaction with a completed Notes field. |
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Phone Number | Column | No | Click to get to phone fields for specific phone types. See Phone Numbers. |
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Preferred Communication Channel | Column | Filter | How the constituent prefers to be contacted | Phone, Email, Mail, Text Message |
Primary Contact | Column | No | An organization's primary contact, or a constituent's name |
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Recognition Name | Column | No | How the constituent prefers to be recognized |
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Relationship Manager | Column | Filter | The Bloomerang CRM user assigned as this constituent's relationship manager | Any or specific user names |
Relationships | Column | No | The name of every related constituent with a specific role | Any relationship roles set in Bloomerang CRM |
Second Transaction Amount | Column | No | The amount of the constituent's second transaction |
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Second Transaction Date | Column | No | The date of the constituent's second transaction |
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Sort Name | Column | No | How the constituent's name is sorted. By default, individual constituents are sorted by last name and organizations are sorted by their name |
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Status | Column | Filter | The constituent account's status | Active, Inactive, Deceased |
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Today's Date | Column | No | The date from today. Useful for comparison filtering. |
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Twitter ID | Column | No | The constituent's Twitter ID |
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Type | Column | Filter | The constituent's type | Individual, Organization |
Website | Column | No | The constituent's website |
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Website Visits Last 30 Days | Column | Filter | How many visits the constituent made to your organization's website in the past 30 days. Website Visits must be turned on for this to work |
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Year-to-Date Fundraised | Column | No | The constituent's year-to-date amount of fundraised dollars. Fundraised money includes transactions where this constituent is listed as the fundraiser |
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Year-to-Date Giving | Column | Filter | The constituent's giving total since January 1 of the current calendar year. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. |
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Year-to-Date Raised | Column | No | The constituent's year-to-date amount of raised dollars. Raised money includes donations, pledges, and recurring donation payments |
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Year-to-Date Revenue | Column | No | The constituent's year-to-date amount of revenue dollars. Revenue money includes donations, pledge payments, and recurring donation payments |
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Transactions Reports
Name | Column | Filter | Description | Valid Values |
Acknowledgement Status | Column | Filter | Whether the transaction is marked as acknowledged | Yes, No, Do Not Acknowledge |
Amount | Column | Filter | Dollar amount of the transaction |
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Appeal | Column | Filter | The appeal that the transaction is applied to |
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Assigned Letter | Column | Filter | The acknowledgement letter assigned to a transaction |
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Bank Account | Column | No | The QuickBooks bank account tied to the QuickBooks Account for that transaction |
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Campaign | Column | Filter | The campaign that the transaction is applied to |
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Check Date | Column | Filter | The date of the check applied to the transaction |
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Check Number | Column | Filter | The number of the check applied to the transaction |
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Constituent | Column | Filter | Click to get to the constituent fields. See Constituents. |
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Created By | Column | Filter | The name of the user who created the transaction's record in Bloomerang CRM. Shows [API] if created through the API, such as by a form |
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Created Date | Column | Filter | The date the transaction's record was created in Bloomerang CRM. |
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Credit Account | Column | No | QuickBooks credit account number tied to the QuickBooks Account for that transaction based on the Cash and/or Receivables account numbers |
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Credit Card Expiration | Column | Filter | The expiration date on the credit card used for the transaction |
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Credit Card Last Four Digits | Column | Filter | The last 4 digits of the credit card number used for the transaction |
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Credit Card Type | Column | Filter | The type of credit card used for the transaction | Visa, MasterCard, American Express, Discover, Diner's Club, and JCB |
Date | Column | Filter | The date on a transaction. Different from Created Date. |
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Debit Account | Column | No | QuickBooks debit account number tied to the QuickBooks Account for that transaction based on the Cash and/or Receivables account numbers |
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Deductible Amount | Column | Filter | The calculated tax-deductible amount of the gift. Equals amount minus non-deductible. |
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Donor Name | Column | No | The name of the person who is soft credited on the transaction. |
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EFT Last Four Digits | Column | Filter | The EFT account number used for the transaction |
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EFT Processing Status | Column | Filter | The current status of an EFT transaction processed by Bloomerang Payments. | Pending, Successful, and Failed |
EFT Type | Column | Filter | The EFT account type used for the transaction | Checking, Savings |
Fee Amount | Column | No | The processing fee applied to the transaction. Data for this column is only available if the transaction was processed using Bloomerang Payments. |
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Final Installment Amount | Column | Filter | The amount of the final installment |
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Final Installment Date | Column | Filter | The date when the final installment is paid |
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First Installment Amount | Column | Filter | The dollar amount of the first payment on a pledge or recurring donation |
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First Installment Date | Column | Filter | The date of the first payment on a pledge or recurring donation |
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Fund | Column | Filter | The fund that the transaction is applied to |
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Fundraiser Name | Column | Filter | The name of the constituent or user who fundraised a donation |
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Giving Amount | Column | Filter | The constituent’s highest total giving amount in any fiscal year. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits. For more information, read About Giving Levels. | General, Mid, Major |
Has Tribute | Column | Filter | If the transaction is marked with a tribute | Yes, No |
Income Account | Column | No | The QuickBooks income account tied to the QuickBooks Account for that transaction |
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In Kind Description | Column | Filter | The description of the in-kind transaction |
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In Kind Fair Market Value | Column | Filter | The fair market value of the in-kind transaction |
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In Kind Type | Column | Filter | The type of in-kind transaction | Service, Goods |
Is in a Transaction Report | No | Filter | References a transaction report |
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Is Refunded | Column | Filter | Whether the transaction is refunded | Yes, No |
Is Split Payment | Column | Filter | Whether the payment is split | Yes, No |
Last Modified By | Column | Filter | The name of the user who changed the transaction's record in Bloomerang CRM. Shows [API] if updated through the API |
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Last Modified Date | Column | Filter | The date the transaction's record was changed in Bloomerang CRM |
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Last Payment Status | Column | No | The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule | Failed, At Risk, Successful, Ended, [Blank] |
Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Method | Column | Filter | The transaction's payment method. "None" means the pledge or recurring donation is not set to autoprocess. | Cash, Check, Credit Card, EFT, In Kind, None, Apple Pay, Google Pay, PayPal, Venmo |
Next Installment Amount | Column | No | The amount of the next scheduled payment on the pledge or recurring donation |
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Next Installment Date | Column | No | The date of the next scheduled payment on the pledge or recurring donation |
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Non-deductible Amount | Column | Filter | The non-deductible amount of a transaction |
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Note | Column | Filter | The note on a transaction |
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Online Form | Column | Filter | The online form used to create the transaction |
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Payment Amount | Column | Filter | The amount of a payment. On a split payment, this is the total amount before the split |
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Payment Number | Column | No | The number assigned by Bloomerang CRM to the payment. Split payments have the same payment number but different transaction numbers. On non-split payments, this is the same as the transaction number |
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Payout Date | Column | Filter | The date the transaction was included in a payout to the bank. Data is only available if the transaction was processed using Bloomerang Payments, and the payout has occurred. |
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Payout Id | Column | Filter | An id applied to the transaction for the payout. Transactions can share a payout id if they were included in the same payout. Data for this column is only available if the transaction was processed using Bloomerang Payments, and the payout has occurred. |
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Pledges and Pledge Payments | Column | Filter | Click to get to the pledge and pledge payment fields. See Pledges and Pledge Payments. |
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Processing Status | Column | No | Will show as Finished if the transaction was successfully processed by a credit card | Finished |
Processor | Column | Filter | The processor in Bloomerang CRM used to process the transaction |
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Processor Response | Column | No | Why a payment failed. Provided by the credit card or EFT processor |
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Processor Type | Column | Filter | The processor company used to process the transaction | Authorize.Net, Stripe, BluePay |
Projected Revenue | Column | Filter | The amount scheduled to be received based either on the scheduled installments of a pledge or the frequency and amount of a recurring donation |
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QuickBooks Account | Column | Filter | The QuickBooks Desktop account used for the transaction |
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QuickBooks Online Account | Column | No | The QuickBooks Online Account that the transaction is synced to |
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QuickBooks Online Class | Column | No | The QuickBooks Online Class that the transaction is synced to |
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QuickBooks Online Last Sync Date | Column | Filter | The date of the last sync with QuickBooks Online |
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QuickBooks Online Service Item | Column | No | The QuickBooks Online Service Item that the transaction is synced to |
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QuickBooks Online Status | Column | Filter | The current sync status of a transaction with QuickBooks Online | The Bloomerang CRM to QuickBooks Online integration has these statuses: To Be Synced, Sync in Progress, Synced, Do Not Sync, and a dash symbol. The QuickBooks Online to Bloomerang CRM integration has one status: Synced From QuickBooks. |
Raised Amount | Column | Filter | The dollar amount of the transaction if it is a donation, pledge, or recurring donation payment |
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Receivables Account | Column | No | The QuickBooks receivables account tied to the QuickBooks Account for that transaction |
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Recurring Donation Schedules and Payments | Column | Filter | Click to get to the recurring donation schedule and payment fields. See Recurring Donations. |
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Refund Date | Column | Filter | The date the transaction was refunded |
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Refund Reason | Column | Filter | The reason the transaction was refunded |
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Revenue Amount | Column | Filter | The dollar amount of the transaction if it is a donation, pledge payment, or a recurring donation payment |
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Soft Credit Name(s) | Column | No | All constituents who are soft credited with the transaction |
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Soft Credited Amount | Column | Filter | The soft credit dollar amount added to the transaction |
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Soft Credits | Column | Filter | Click to get to the soft credit fields. See Soft Credits. |
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Transaction Number | Column | Filter | The number assigned by Bloomerang CRM to the transaction |
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Tribute | Column | Filter | The name of the tribute assigned to the transaction |
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Tribute Type | Column | Filter | The type of tribute assigned to the transaction | In Honor Of, In Memory Of |
Type | Column | Filter | The type of transaction | Donation, Pledge, Pledge Payment, Recurring Donation Schedule, Recurring Donation Payment, Soft Credit, Membership Schedule, Membership Payment |
Interactions Reports
Name | Column | Filter | Description | Valid Values |
Channel | Column | Filter | The channel selected on the interaction. When the channel is Mass Email, only the latest 5 million mass email interactions are searched. Interactions with other channel types are not affected by this limit. | Email, Engagement Survey, Engagement Survey Email, In Person, Mail, Mailchimp Mass Email, Mass Email, Other, Phone, Social Media, Text Message, Twitter, Video Call, Video Email, Webinar, Website |
Constituent | Column | Filter | Click to get to the constituent fields. See Constituents. |
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Created By | Column | Filter | The user's name who entered the interaction. Shows [API] if the interaction was created through the API, such as a form |
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Created Date | Column | Filter | The date the interaction was created |
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Date | Column | Filter | The date on the interaction. Different from Created Date. |
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Has Any Clicked Links | Column | Filter | Whether the constituent clicked any links in an email | Yes, No |
Has Opened Survey | Column | Filter | Whether the constituent has opened one of the Engagement Surveys | Yes, No |
Is in an Interaction Report | No | Filter | Reference an interaction report |
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Is Initiated by Constituent | Column | Filter | Whether the constituent started the interaction | Yes, No |
Is Opened | Column | Filter | Whether the constituent opened a mass email | Yes, No |
Is Unsubscribed | Column | Filter | Whether the constituent is unsubscribed from mass emails | Yes, No |
Lapsed Reason | Column | No | The constituent's response to the Lapsed Donor Survey |
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Last Modified By | Column | Filter | The user's name who last changed the interaction |
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Last Modified Date | Column | Filter | The date when the interaction was last changed |
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Links Clicked | Column | No | The links in an email that were clicked by the constituent |
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Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Note | Column | Filter | The note or tweet on the interaction |
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Online Form | Column | Filter | The online form used to create the interaction |
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Subject | Column | Filter | The subject of the interaction |
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Volunteer Activity | Column | Filter | Built-in interaction field for volunteer activity |
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Volunteer Hours | Column | Filter | Built-in interaction field for volunteer activity |
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Was Created From Task | Column | Filter | Whether the interaction was created from a task | Yes, No |
Notes Reports
Name | Column | Filter | Description | Valid Values |
Constituent | Column | Filter | Click to get to the constituent fields. See Constituents. |
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Created By | Column | Filter | The user who created the note. Shows [API] if the note was created through the API, such as by a form |
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Created Date | Column | Filter | The date the note was created |
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Date | Column | Filter | The date on the note. Different from Created Date. |
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Is in a Note Report | No | Filter | Reference a note report |
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Last Modified By | Column | Filter | The user who last changed the note |
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Last Modified Date | Column | Filter | The date when the note was last changed |
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Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Note | Column | Filter | The text on the note |
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Tasks Reports
Name | Column | Filter | Description | Valid Values |
Channel | Column | Filter | The channel selected on the task | Email, In Person, Mail, Mass Email, Phone, Social Media, Text Message, Video Website, Other |
Completed Date | Column | Filter | The date the task was completed |
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Constituent | Column | Filter | Click to get to the constituent fields. See Constituents. |
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Created By | Column | Filter | The user who created the task. Shows [API] if the task was created through the API, such as by a form |
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Created Date | Column | Filter | The date the task was created |
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Due Date | Column | Filter | The date the task is due |
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Has Constituent | Column | Filter | Whether the task is associated with a constituent | Yes, No |
Is in a Task Report | No | Filter | Reference a task report |
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Is Overdue | Column | Filter | Whether the task is overdue | Yes, No |
Last Modified By | Column | Filter | The user who changed the task |
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Last Modified Date | Column | Filter | The date when the task was changed |
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Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Note | Column | Filter | The note on the task |
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Status | Column | Filter | The current status of the task | Active, Complete, Archived |
Subject | Column | Filter | The subject on the task |
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User | Column | Filter | The user assigned to the task |
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Was Saved as Interaction | Column | Filter | Whether the task was saved as an interaction | Yes, No |
Addresses
The address filters look at all the constituent's addresses. When you add a column, select to see address information about the primary address or an address type.
Name | Column | Filter | Description | Valid Values |
City | Column | Filter | The city of a constituent's address |
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Country | Column | Filter | The country of a constituent's address |
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Is Bad | Column | Filter | Whether an address is marked as bad or invalid | Yes, No |
Is Incomplete | Column | Filter | Whether an address is missing information | Yes, No |
Is Primary | Column | Filter | Whether an address is the primary address | Yes, No |
Note | Column | Filter | NCOA data |
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State | Column | Filter | The state or province of a constituent's address |
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Street | Column | Filter | The street of a constituent's address |
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Type | Column | Filter | The constituent's address type | Home, Work, Vacation |
ZIP Code | Column | Filter | The constituent's ZIP code |
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Phone Numbers
Name | Column | Filter | Description | Valid Values |
Extension | Column | Filter | The extension of the phone number |
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Is Primary | Column | Filter | Whether a phone number is the primary phone number | Yes, No |
Phone Number | Column | Filter | The constituent's phone number |
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Type | Column | Filter | The constituent's phone number type | Home, Work, Mobile, Fax |
Email Addresses
Name | Column | Filter | Description | Valid Values |
Bad Reason | Column | No | The reason why an email address is marked as bad |
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Email Address | Column | Filter | The constituent's email address |
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Is Bad | Column | Filter | Whether a primary email address is marked as bad | Yes, No |
Is Primary | Column | Filter | Whether an email address is the primary email address | Yes, No |
Type | Column | Filter | The constituent's email address type | Home, Work |
Generosity Details
The following fields are available only if you have purchased a DonorSearch batch screening after 8/6/2017.
Name | Column | Filter | Description | Valid Values |
Annual Fund Likelihood | Column | Filter | How likely the constituent is to give to an annual fund | High, Above Average, Average, Below Average, Low, Unknown |
Has Business Affiliation | Column | Filter | Whether the constituent has a business executive title. DonorSearch only marks this as Yes if the person is definitely a business executive | Yes, No |
Largest Charitable Gift | Column | Filter | The range of the largest charitable gift DonorSearch found for the constituent |
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Last Screened Date | Column | Filter | The date when the DonorSearch data was last refreshed for the constituent |
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Major Gift Likelihood | Column | Filter | How likely the constituent is to give a major gift | High, Above Average, Average, Below Average, Low, Unknown |
Profile Accuracy | Column | Filter | DonorSearch's rating of how accurate the profile is | High, Low |
Wealth Capacity | Column | Filter | DonorSearch's estimate of the constituent's generosity range based on wealth |
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Pledges and Pledge Payments
Name | Column | Filter | Description | Valid Values |
Pledge Acknowledgement Status | Column | Filter | Whether the pledge is marked as acknowledged | Yes, No, Do Not Acknowledge |
Amount in Arrears | Column | Filter | The total amount past due on the pledge |
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Amount Paid | Column | Filter | The total amount that has been paid on a pledge |
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Appeal | Column | Filter | The appeal that the pledge is applied to |
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Bank Account | Column | Filter | The QuickBooks bank account tied to the QuickBooks Account for that pledge |
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Campaign | Column | Filter | The campaign that the pledge is applied to |
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Constituent | No | Filter | Click to get to the constituent fields. See Constituents. |
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Credit Account | Column | No | QuickBooks credit account number tied to the QuickBooks Account for that pledge based on the Cash and/or Receivables account numbers |
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Days in Arrears | Column | Filter | The number of days the pledge is past due |
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Debit Account | Column | No | QuickBooks debit account number tied to the QuickBooks Account for that pledge based on the Cash and/or Receivables account numbers |
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Final Installment Amount | Column | Filter | The amount of the pledge's final installment |
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Final Installment Date | Column | Filter | The date when the pledge's final installment is paid |
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First Installment Amount | Column | Filter | The dollar amount of the first payment on a pledge |
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First Installment Date | Column | Filter | The date of the first payment on a pledge |
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Frequency | Column | Filter | How often the pledge is scheduled to be paid | Weekly, Every other week, Twice per month, Monthly, Every other month, Quarterly, Every six months, Yearly |
Fund | Column | Filter | The fund that the pledge is applied to |
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Has Pledge Payments | Column | Filter | Filter: Click to get to the pledge payment filters. See Pledge Payments. Column: Click to set up calculated columns for pledge payments. |
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Income Account | Column | Filter | The QuickBooks income account tied to the QuickBooks Account for that pledge |
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Last Payment Status | No | Filter | The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule | Failed, At Risk, Successful, Ended, [Blank] |
Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Most Recent Installment Amount | Column | Filter | The amount of the most recent payment on the pledge |
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Most Recent Installment Date | Column | Filter | The date of the most recent payment on the pledge |
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Next Installment Amount | Column | Filter | The amount of the next scheduled payment on the pledge |
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Next Installment Date | Column | Filter | The date of the next scheduled payment on the pledge |
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Non-deductible Amount | Column | Filter | The non-deductible amount of a pledge |
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Pledge Amount | Column | Filter | Dollar amount of the pledge |
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Pledge Balance | Column | Filter | The dollar amount still due on the pledge |
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Pledge Created By | Column | Filter | The name of the user who created the pledge's record in Bloomerang CRM. Shows [API] if created through the API, such as by a form |
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Pledge Created Date | Column | Filter | The date the pledge's record was created in Bloomerang CRM |
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Pledge Date | Column | Filter | The date on a pledge. Different from Created Date. |
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Pledge Has Tribute | Column | Filter | Whether the pledge has a tribute | Yes, No |
Pledge is in a Transaction Report | No | Filter | References a transaction report |
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Pledge Last Modified By | Column | Filter | The name of the user who changed the pledge's record in Bloomerang CRM. Shows [API] if updated through the API |
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Pledge Last Modified Date | Column | Filter | The date the pledge's record was changed in Bloomerang CRM |
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Pledge Note | Column | Filter | Note on the pledge |
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Pledge Projected Revenue | No | Filter | The amount scheduled to be received based on the scheduled installments of a pledge. |
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Pledge Raised Amount | Column | Filter | The dollar amount of the pledge if it is a donation, pledge, or recurring donation payment |
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Pledge Soft Credit Name(s) | Column | No | All constituents who are soft credited with the pledge |
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Pledge Soft Credited Amount | Column | Filter | The soft credit dollar amount added to the pledge |
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Pledge Status | Column | Filter | The current status of the pledge | In Good Standing, In Arrears, Fulfilled, Partially Written Off, Written Off, Overpaid |
Pledge Transaction Number | Column | No | The number assigned by Bloomerang CRM to the pledge payment |
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Processor Response | No | Filter | Why a payment failed. Provided by the credit card or EFT processor |
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QuickBooks Account | Column | Filter | The QuickBooks account used for the pledge |
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Receivables Account | Column | No | The QuickBooks receivables account tied to the QuickBooks Account for that pledge |
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Tribute | Column | Filter | The name of the tribute assigned to the pledge |
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Tribute Type | Column | Filter | The type of tribute assigned to the pledge | In Honor Of, In Memory Of |
Type | Column | Filter | The type of pledge. Returns only pledges |
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Write-off Amount | Column | Filter | The amount of the pledge that is written off |
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Write-off Date | Column | Filter | The date the pledge was written off |
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Membership Schedules and Payments
Built-in membership filters are available when you add membership management to your subscription.
Name | Column | Filter | Description | Valid Values |
Constituent | Column | Filter | Click to get to the constituent fields. See Constituents. |
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Has Membership Payments | Column | Filter | Filter: click to get to the membership payment filters. Column: click to set up calculated columns for membership payments. |
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Is in a Transaction Report | No | Filter | References a transaction report. |
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Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters. |
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Membership Level | Column | Filter | Name of membership levels created in Bloomerang CRM | Keep empty for all membership levels or select one or more levels. |
Membership Program | Column | Filter | Name of membership programs created in Bloomerang CRM | Keep empty for all membership programs or select one or more programs. |
Membership Renewal Date | Column | Filter | The date on which the yearly membership payment is due. Select Empty for memberships that don't automatically renew. | Between, During, On Day or Month, Empty |
Membership Status | Column | Filter | Whether the membership is current. Memberships lapse when no payment is processed by the yearly renewal date. Canceled memberships have an end date entered. | Current, Canceled, Lapsed |
Recurring Donation Schedules and Payments
Name | Column | Filter | Description | Valid Values |
Schedule Acknowledgement Status | Column | Filter | Whether the recurring donation schedule is marked as acknowledged | Yes, No, Do Not Acknowledge |
Amount Paid | Column | Filter | The total amount that has been paid on a recurring donation |
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Appeal | Column | Filter | The appeal that the recurring donation is applied to |
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Bank Account | Column | No | The QuickBooks bank account tied to the QuickBooks Account for that recurring donation |
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Campaign | Column | Filter | The campaign that the recurring donation is applied to |
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Constituent | No | Filter | Click to get to the constituent fields. See Constituents. |
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Credit Account | Column | No | QuickBooks credit account number tied to the QuickBooks Account for that recurring donation based on the Cash and/or Receivables account numbers |
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Debit Account | Column | No | QuickBooks debit account number tied to the QuickBooks Account for that recurring donation based on the Cash and/or Receivables account numbers |
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End Date | Column | Filter | The date when the recurring donation schedule ends. |
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Final Installment Amount | Column | Filter | The amount of the recurring donation's final installment |
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Final Installment Date | Column | Filter | The date when the recurring donation's final installment is paid |
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First Installment Amount | Column | Filter | The dollar amount of the first payment on a recurring donation |
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First Installment Date | Column | Filter | The date of the first payment on a recurring donation |
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Frequency | Column | Filter | How often the recurring donation is scheduled to be paid | Weekly, Every other week, Twice per month, Monthly, Every other month, Quarterly, Yearly |
Fund | Column | Filter | The fund that the recurring donation is applied to |
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Has Recurring Donation Payments | Column | Filter | Filters: Click to get to the recurring donation payments fields. See Recurring Donation Payments. Columns: Click to set up calculated columns for recurring donations. |
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Income Account | Column | No | The QuickBooks income account tied to the QuickBooks Account for that recurring donation |
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Last Payment Status | No | Filter | The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule | Failed, At Risk, Successful, Ended, [Blank] |
Matches Multiple Filters | No | Filter | Click to add a group of filters. This is like putting parentheses around the filters |
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Most Recent Installment Amount | Column | Filter | The amount of the most recent payment on the recurring donation schedule |
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Most Recent Installment Date | Column | Filter | The date of the most recent payment on the recurring donation schedule |
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Next Installment Amount | Column | Filter | The amount of the next scheduled payment on the recurring donation schedule |
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Next Installment Date | Column | Filter | The date of the next scheduled payment on the recurring donation |
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Processor Response | No | Filter | Why a payment failed. Provided by the credit card or EFT processor |
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QuickBooks Account | Column | Filter | The QuickBooks account used for the recurring donation schedule |
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Receivables Account | Column | No | The QuickBooks receivables account tied to the QuickBooks account for that recurring donation |
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Schedule Amount | Column | Filter | Dollar amount of the recurring donation schedule |
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Schedule Appeal | Column | Filter | The current Appeal on a recurring donation schedule |
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Schedule Campaign | Column | Filter | The current Campaign on a recurring donation schedule |
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Schedule Created By | Column | Filter | The name of the user who created the recurring donation schedule's record in Bloomerang CRM. Shows [API] if created through the API, such as by a form |
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Schedule Created Date | Column | Filter | The date the recurring donation schedule's record was created in Bloomerang CRM |
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Schedule Date | Column | Filter | The date on a recurring donation schedule. Different from Created Date. |
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Schedule Fund | Column | Filter | The current Fund on a recurring donation schedule |
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Schedule Has Tribute | Column | Filter | Whether the recurring donation schedule has a tribute | Yes, No |
Schedule is in a Transaction Report | No | Filter | References a transaction report |
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Schedule Last Modified By | Column | Filter | The name of the user who changed the recurring donation schedule's record in Bloomerang CRM. Shows [API] if updated through the API |
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Schedule Last Modified Date | Column | Filter | The date the recurring donation schedule's record was changed in Bloomerang CRM |
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Schedule Note | Column | Filter | Note on the recurring donation schedule |
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Schedule Projected Revenue | No | Filter | The amount scheduled to be received based on the frequency and amount of a recurring donation. |
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Schedule QuickBooks Account | Column | Filter | The current QuickBooks Account on a recurring donation schedule |
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Schedule Soft Credit Name(s) | Column | No | All constituents who are soft credited with the recurring donation schedule |
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Schedule Soft Credited Amount | Column | Filter | The soft credit dollar amount added to the recurring donation schedule |
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Schedule Status | Column | Filter | The current status of the recurring donation schedule | Active, Closed, Overdue |
Schedule Transaction Number | Column | Filter | The number assigned by Bloomerang CRM to the recurring donation schedule |
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Start Date | No | Filter | The date when the recurring donation schedule starts |
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Tribute | Column | Filter | The name of the tribute assigned to the recurring donation schedule |
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Tribute Type | Column | Filter | The type of tribute assigned to the transaction. | In Honor Of, In Memory Of |
Type | Column | Filter | The type of transaction. | Donation, Pledge, Pledge Payment, Recurring Donation Schedule, Recurring Donation Payment, Soft Credit, Membership Schedule, Membership Payment |
Soft Credits
Name | Column | Filter | Description | Valid Values |
Donor Name | Column | No | The formal name of the constituent who made the transaction |
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Original Transaction Amount | Column | Filter | The total amount of the original transaction |
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Original Transaction Type | Column | Filter | The transaction type of the original transaction |
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