Name

Column

Filter

Description

Valid Values

Account Number

Column

No

The constituent's account number. Assigned sequentially by Bloomerang CRM.

Address

Column

No

Click to get to address fields for a specific address type. See the Addresses section.

Birthdate

Column

Filter

The constituent's date of birth.

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.

Created Date

Column

Filter

The date the constituent's record was created in Bloomerang CRM.

Email Address

Column

No

Click to get to email fields for a specific email type. See the Email Addresses section.

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.

Employer

Column

Filter

The constituent's employer.

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.

Facebook ID

Column

No

The constituent's Facebook ID.

Find Constituents

No

Filter

Search for and select individual, organization accounts.

First Name

Column

No

The first name of an individual constituent or an organization's primary contact.

First Transaction Amount

Column

No

The amount of the constituent's first transaction.

First Transaction Date

Column

No

The date of the constituent's first transaction.

Formal Name

Column

No

The constituent's formal name.

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.
​
​Note: If you change to Household Filters and add the Groups column, only Bloomerang Donor Groups appear in the report results.

Group name.
​
Bloomerang Donor Groups: Prospective, Current, Lapsed, New, Retained, Recaptured, and Recurring.
​
Bloomerang Static Groups: Board Members, Former Board Members, Staff, and Volunteers.

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 the Generosity Details section.

Has Addresses

No

Filter

Click to open the Address fields. Change Addresses to Specific Transactions to add detailed Transaction filters. See Transactions section.

Has Email Addresses

No

Filter

Click to open the Email Address fields. Change Email Addresses to Specific Email Addresses to add detailed Transaction filters. See Email Addresses section.

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 open the Interaction fields. Change Interaction to Specific Interactions to add detailed Interaction filters. See Interactions section.

Has LinkedIn ID

Column

Filter

Whether constituents have a LinkedIn ID on their profiles.

Yes, No

Has Notes

Column

Filter

Click to open the Note fields. Change Notes to Specific Notes to add detailed Note filters. See Notes section.

Has Phone Numbers

No

Filter

Click to open the Phone Number fields. Change Phone Numbers to Specific Phone Numbers to add detailed Phone Number filters. See Phone Numbers section.

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 open the Task fields. Change Tasks to Specific Tasks to add detailed Task filters. See Transactions section.

Has Transactions

Column

Filter

Click to open the Transaction fields. Change Transactions to Specific Transactions to add detailed Transaction filters. See Transactions section.

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.

Informal Name

Column

No

The informal name of the constituent or household.

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.

Is in a Household

Column

Filter

Whether constituents are in a household account.

Yes, No

Job Title

Column

Filter

The constituent's job title.

Largest Transaction Amount

Column

No

The amount of the constituent's largest transaction.

Largest Transaction Date

Column

No

The date of the constituent's largest transaction.

Last Modified By

Column

Filter

The user who last updated the constituent's profile.

Last Modified Date

Column

Filter

The date when the constituent's profile was last updated.

Last Name

Column

No

The last name of an individual constituent or an organization's primary contact.

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.

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.

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.

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.

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.

Latest Transaction Amount

Column

No

The amount of the constituent's most recent transaction.

Latest Transaction Date

Column

No

The date of the constituent's most recent transaction.

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.

Lifetime Giving

Column

No

The constituent's total giving ever. Giving includes revenue transactions and soft credits, but not revenue transactions that include soft credits.

Lifetime Raised

Column

No

The constituent's lifetime total amount of raised dollars. Raised money includes donations, pledges, and recurring donation payments.

Lifetime Revenue

Column

No

The constituent's lifetime total amount of revenue dollars. Revenue money includes donations, pledge payments, and recurring donation payments.

LinkedIn ID

Column

No

The constituent's LinkedIn ID.

Matches Multiple Filters

No

Filter

Click to add a group of filters. This is like putting parentheses around the filters.

Middle Name

Column

No

The middle name of an individual constituent or an organization's primary contact.

Name

Column

Filter

The first, middle, and last name of an individual constituent or the organization's name.

Name Suffix

Column

No

The suffix of an individual constituent or an organization's primary contact. For example, M.D.

Name Title

Column

No

The title of an individual constituent or an organization's primary contact. For instance, Dr., Mrs.

Notes

Column

Filter

The text in the Notes field. Column value is pulled from the most recent interaction with a completed Notes field.

Phone Number

Column

No

Click to get to phone fields for specific phone types. See the Phone Numbers section.

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.

Recognition Name

Column

No

How the constituent prefers to be recognized.

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.

Second Transaction Date

Column

No

The date of the constituent's second transaction.

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.

Status

Column

Filter

The constituent account's status.

Active, Inactive, Deceased

Today's Date

Column

No

The date from today. Useful for comparison filtering.

Twitter ID

Column

No

The constituent's Twitter ID.

Type

Column

Filter

The constituent's type.

Individual, Organization

Website

Column

No

The constituent's website.

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.

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.

Year-to-Date Giving

Column

No

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.

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.

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.

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.

Appeal

Column

Filter

The appeal that the transaction is applied to.

Assigned Letter

Column

Filter

The acknowledgement letter assigned to a transaction.

Bank Account

Column

No

The QuickBooks bank account tied to the QuickBooks Account for that transaction.

Campaign

Column

Filter

The campaign that the transaction is applied to.

Check Date

Column

Filter

The date of the check applied to the transaction.

Check Number

Column

Filter

The number of the check applied to the transaction.

Constituent

Column

Filter

Click to get to the constituent fields. See the Constituents section.

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.

Created Date

Column

Filter

The date the transaction's record was created in Bloomerang CRM.

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.

Credit Card Expiration

Column

Filter

The expiration date on the credit card used for the transaction.

Credit Card Last Four Digits

Column

Filter

The last 4 digits of the credit card number used for the transaction.

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.

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.

Deductible Amount

Column

Filter

The calculated tax-deductible amount of the gift. Equals amount minus non-deductible.

Donor Name

Column

No

The name of the person who is soft credited on the transaction.

EFT Last Four Digits

Column

Filter

The EFT account number used for the transaction.

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.

Final Installment Amount

Column

Filter

The amount of the final installment.

Final Installment Date

Column

Filter

The date when the final installment is paid.

First Installment Amount

Column

Filter

The dollar amount of the first payment on a pledge or recurring donation.

First Installment Date

Column

Filter

The date of the first payment on a pledge or recurring donation.

Fund

Column

Filter

The fund that the transaction is applied to

Fundraiser Name

Column

Filter

The name of the constituent or user who fundraised a donation.

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.

In Kind Description

Column

Filter

The description of the in-kind transaction.

In Kind Fair Market Value

Column

Filter

The fair market value of the in-kind transaction.

In Kind Type

Column

Filter

The type of in-kind transaction.

Service, Goods

Is in a Transaction Report

No

Filter

References a transaction report.

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.

Last Modified Date

Column

Filter

The date the transaction's record was changed in Bloomerang CRM.

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.

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.

Next Installment Date

Column

No

The date of the next scheduled payment on the pledge or recurring donation.

Non-deductible Amount

Column

Filter

The non-deductible amount of a transaction.

Note

Column

Filter

The note on a transaction.

Online Form

Column

Filter

The online form used to create the transaction.

Payment Amount

Column

Filter

The amount of a payment. On a split payment, this is the total amount before the split.

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.

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.

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.

Pledges and Pledge Payments

Column

Filter

Click to get to the pledge and pledge payment fields. See the Pledges and Pledge Payments section.

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.

Processor Response

Column

No

Why a payment failed. Provided by the credit card or EFT processor.

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.

QuickBooks Account

Column

Filter

The QuickBooks Desktop account used for the transaction.

QuickBooks Online Account

Column

No

The QuickBooks Online Account that the transaction is synced to.

QuickBooks Online Class

Column

No

The QuickBooks Online Class that the transaction is synced to.

QuickBooks Online Last Sync Date

Column

Filter

The date of the last sync with QuickBooks Online.

QuickBooks Online Service Item

Column

No

The QuickBooks Online Service Item that the transaction is synced to.

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.

Receivables Account

Column

No

The QuickBooks receivables account tied to the QuickBooks Account for that transaction.

Recurring Donation Schedules and Payments

Column

Filter

Click to get to the recurring donation schedule and payment fields. See the Recurring Donations section.

Refund Date

Column

Filter

The date the transaction was refunded.

Refund Reason

Column

Filter

The reason the transaction was refunded.

Revenue Amount

Column

Filter

The dollar amount of the transaction if it is a donation, pledge payment, or a recurring donation payment.

Soft Credit Name(s)

Column

No

All constituents who are soft credited with the transaction.

Soft Credited Amount

Column

Filter

The soft credit dollar amount added to the transaction.

Soft Credits

Column

Filter

Click to get to the soft credit fields. See the Soft Credits section.

Transaction Number

Column

Filter

The number assigned by Bloomerang CRM to the transaction.

Tribute

Column

Filter

The name of the tribute assigned to the transaction.

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

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 the Constituents section.

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.

Created Date

Column

Filter

The date the interaction was created.

Date

Column

Filter

The date on the interaction. Different from Created Date.

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

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.

Last Modified By

Column

Filter

The user's name who last changed the interaction.

Last Modified Date

Column

Filter

The date when the interaction was last changed.

Links Clicked

Column

No

The links in an email that were clicked by the constituent.

Matches Multiple Filters

No

Filter

Click to add a group of filters. This is like putting parentheses around the filters.

Note

Column

Filter

The note or tweet on the interaction.

Online Form

Column

Filter

The online form used to create the interaction.

Subject

Column

Filter

The subject of the interaction.

Volunteer Activity

Column

Filter

Built-in interaction field for volunteer activity.

Volunteer Hours

Column

Filter

Built-in interaction field for volunteer activity.

Was Created From Task

Column

Filter

Whether the interaction was created from a task.

Yes, No

Name

Column

Filter

Description

Valid Values

Constituent

Column

Filter

Click to get to the constituent fields. See the Constituents section.

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.

Created Date

Column

Filter

The date the note was created.

Date

Column

Filter

The date on the note. Different from Created Date.

Is in a Note Report

No

Filter

Reference a note report.

Last Modified By

Column

Filter

The user who last changed the note.

Last Modified Date

Column

Filter

The date when the note was last changed.

Matches Multiple Filters

No

Filter

Click to add a group of filters. This is like putting parentheses around the filters.

Note

Column

Filter

The text on the note.

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.

Constituent

Column

Filter

Click to get to the constituent fields. See the Constituents section.

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.

Created Date

Column

Filter

The date the task was created.

Due Date

Column

Filter

The date the task is due.

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.

Is Overdue

Column

Filter

Whether the task is overdue

Yes, No

Last Modified By

Column

Filter

The user who changed the task.

Last Modified Date

Column

Filter

The date when the task was changed.

Matches Multiple Filters

No

Filter

Click to add a group of filters. This is like putting parentheses around the filters.

Note

Column

Filter

The note on the task.

Status

Column

Filter

The current status of the task.

Active, Complete, Archived

Subject

Column

Filter

The subject on the task.

User

Column

Filter

The user assigned to the task.

Was Saved as Interaction

Column

Filter

Whether the task was saved as an interaction.

Yes, No

Name

Column

Filter

Description

Valid Values

City

Column

Filter

The city of a constituent's address.

Country

Column

Filter

The country of a constituent's address.

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.

State

Column

Filter

The state or province of a constituent's address.

Street

Column

Filter

The street of a constituent's address.

Type

Column

Filter

The constituent's address type.

Home, Work, Vacation

ZIP Code

Column

Filter

The constituent's ZIP code.

Name

Column

Filter

Description

Valid Values

Extension

Column

Filter

The extension of the phone number.

Is Primary

Column

Filter

Whether a phone number is the primary phone number.

Yes, No

Phone Number

Column

Filter

The constituent's phone number.

Type

Column

Filter

The constituent's phone number type.

Home, Work, Mobile, Fax

Name

Column

Filter

Description

Valid Values

Bad Reason

Column

No

The reason why an email address is marked as bad.

Email Address

Column

Filter

The constituent's email address.

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

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

Business Revenue

Column

Filter

Dollar value of business revenue.

Foundation Membership

Column

Filter

Name of a foundation of which the constituent is a board member.

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.

Largest Gift Organization

Column

Filter

The organization that received the constituent's most significant gift.

Last Screened Date

Column

Filter

The date when the DonorSearch data was last refreshed for the constituent.

Major Gift Likelihood

Column

Filter

How likely the constituent is to give a major gift.

High, Above Average, Average, Below Average, Low, Unknown

Political Affiliation

Filter

What political party the constituent is affiliated with.

Dem (Democrat), Rep (Republican), Ind (Independent), or Any

Political Gifts, DEM

Column

Number of political gifts related to the Democrat party.

Political Gifts, IND

Column

Number of political gifts related to an Independent party affiliation.

Political Gifts, REP

Column

Number of political gifts related to the Republican party.

Political Gifts, Total

Column

Total number of political gifts related to all parties (Democrat, Republican, and Independent).

Profile Accuracy

Column

Filter

DonorSearch's rating of how accurate the profile is.

High, Low

Total Giving

Column

Filter

Sum of overall giving.

Total Real Estate

Column

Filter

Sum of all properties found.

Wealth Capacity

Column

Filter

DonorSearch's estimate of the constituent's generosity range based on wealth.

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.

Amount Paid

Column

Filter

The total amount that has been paid on a pledge.

Appeal

Column

Filter

The appeal that the pledge is applied to.

Bank Account

Column

Filter

The QuickBooks bank account tied to the QuickBooks Account for that pledge.

Campaign

Column

Filter

The campaign that the pledge is applied to.

Constituent

No

Filter

Click to get to the constituent fields. See the Constituents section.

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.

Days in Arrears

Column

Filter

The number of days the pledge is past due.

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.

Final Installment Amount

Column

Filter

The amount of the pledge's final installment.

Final Installment Date

Column

Filter

The date when the pledge's final installment is paid.

First Installment Amount

Column

Filter

The dollar amount of the first payment on a pledge.

First Installment Date

Column

Filter

The date of the first payment on a pledge.

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.

Has Pledge Payments

Column

Filter

Filter: Click to get to the pledge payment filters. See the Pledge Payments section.

Column: Click to set up calculated columns for pledge payments.

Income Account

Column

Filter

The QuickBooks income account tied to the QuickBooks Account for that pledge.

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.

Most Recent Installment Amount

Column

Filter

The amount of the most recent payment on the pledge.

Most Recent Installment Date

Column

Filter

The date of the most recent payment on the pledge.

Next Installment Amount

Column

Filter

The amount of the next scheduled payment on the pledge.

Next Installment Date

Column

Filter

The date of the next scheduled payment on the pledge.

Non-deductible Amount

Column

Filter

The non-deductible amount of a pledge.

Pledge Amount

Column

Filter

Dollar amount of the pledge.

Pledge Balance

Column

Filter

The dollar amount still due on the pledge.

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.

Pledge Created Date

Column

Filter

The date the pledge's record was created in Bloomerang CRM.

Pledge Date

Column

Filter

The date on a pledge. Different from Created Date.

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.

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.

Pledge Last Modified Date

Column

Filter

The date the pledge's record was changed in Bloomerang CRM.

Pledge Note

Column

Filter

Note on the pledge.

Pledge Projected Revenue

No

Filter

The amount scheduled to be received based on the scheduled installments of a pledge.

Pledge Raised Amount

Column

Filter

The dollar amount of the pledge if it is a donation, pledge, or recurring donation payment.

Pledge Soft Credit Name(s)

Column

No

All constituents who are soft credited with the pledge.

Pledge Soft Credited Amount

Column

Filter

The soft credit dollar amount added to the pledge.

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.

Processor Response

No

Filter

Why a payment failed. Provided by the credit card or EFT processor.

QuickBooks Account

Column

Filter

The QuickBooks account used for the pledge.

Receivables Account

Column

No

The QuickBooks receivables account tied to the QuickBooks Account for that pledge.

Tribute

Column

Filter

The name of the tribute assigned to the pledge.

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.

Write-off Amount

Column

Filter

The amount of the pledge that is written off.

Write-off Date

Column

Filter

The date the pledge was written off.

Name

Column

Filter

Description

Valid Values

Constituent

Column

Filter

Click to get to the constituent fields. See the Constituents section.

Has Membership Payments

Column

Filter

Filter: click to get to the membership payment filters. Column: click to set up calculated columns for membership payments.

Is in a Transaction Report

No

Filter

References a transaction report.

Matches Multiple Filters

No

Filter

Click to add a group of filters. This is like putting parentheses around the filters.

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

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.

Appeal

Column

Filter

The appeal that the recurring donation is applied to.

Bank Account

Column

No

The QuickBooks bank account tied to the QuickBooks Account for that recurring donation.

Campaign

Column

Filter

The campaign that the recurring donation is applied to.

Constituent

No

Filter

Click to get to the constituent fields. See the Constituents section.

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.

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.

End Date

Column

Filter

The date when the recurring donation schedule ends.

Final Installment Amount

Column

Filter

The amount of the recurring donation's final installment.

Final Installment Date

Column

Filter

The date when the recurring donation's final installment is paid.

First Installment Amount

Column

Filter

The dollar amount of the first payment on a recurring donation.

First Installment Date

Column

Filter

The date of the first payment on a recurring donation.

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.

Has Recurring Donation Payments

Column

Filter

Filters: Click to get to the recurring donation payments fields. See the Recurring Donation Payments section.

Columns: Click to set up calculated columns for recurring donations.

Income Account

Column

No

The QuickBooks income account tied to the QuickBooks Account for that recurring donation.

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.

Most Recent Installment Amount

Column

Filter

The amount of the most recent payment on the recurring donation schedule.

Most Recent Installment Date

Column

Filter

The date of the most recent payment on the recurring donation schedule

Next Installment Amount

Column

Filter

The amount of the next scheduled payment on the recurring donation schedule.

Next Installment Date

Column

Filter

The date of the next scheduled payment on the recurring donation.

Processor Response

No

Filter

Why a payment failed. Provided by the credit card or EFT processor.

QuickBooks Account

Column

Filter

The QuickBooks account used for the recurring donation schedule.

Receivables Account

Column

No

The QuickBooks receivables account tied to the QuickBooks account for that recurring donation.

Schedule Amount

Column

Filter

Dollar amount of the recurring donation schedule.

Schedule Appeal

Column

Filter

The current Appeal on a recurring donation schedule.

Schedule Campaign

Column

Filter

The current Campaign on a recurring donation schedule.

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.

Schedule Created Date

Column

Filter

The date the recurring donation schedule's record was created in Bloomerang CRM.

Schedule Date

Column

Filter

The date on a recurring donation schedule. Different from Created Date.

Schedule Fund

Column

Filter

The current Fund on a recurring donation schedule.

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.

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.

Schedule Last Modified Date

Column

Filter

The date the recurring donation schedule's record was changed in Bloomerang CRM.

Schedule Note

Column

Filter

Note on the recurring donation schedule.

Schedule Projected Revenue

No

Filter

The amount scheduled to be received based on the frequency and amount of a recurring donation.

Schedule QuickBooks Account

Column

Filter

The current QuickBooks Account on a recurring donation schedule.

Schedule Soft Credit Name(s)

Column

No

All constituents who are soft credited with the recurring donation schedule.

Schedule Soft Credited Amount

Column

Filter

The soft credit dollar amount added to the recurring donation schedule.

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.

Start Date

No

Filter

The date when the recurring donation schedule starts.

Tribute

Column

Filter

The name of the tribute assigned to the recurring donation schedule.

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

Name

Column

Filter

Description

Valid Values

Donor Name

Column

No

The formal name of the constituent who made the transaction.

Original Transaction Amount

Column

Filter

The total amount of the original transaction.

Original Transaction Type

Column

Filter

The transaction type of the original transaction.