Revenue query Pledge write off summary

Jovana Sanchez-Melendez
Jovana Sanchez-Melendez New Member
Tenth Anniversary Name Dropper Participant Facilitator 1
in Blackbaud CRM™ General Discussions

What is the best way to display the total/summary of a write offs per pledge? I would like to include this field in a query and not run a report.

Answers

  • Aaron Thompson
    Aaron Thompson New Member
    Third Anniversary Name Dropper Facilitator 1

    Hi Jovana -

    You can output the write-off records from the Revenue\Write-offs\ query node. If you right-click on the Amount, you can toggle it to a SUM of the Amount. That will total up the write-off transactions. If your query output is distinct by pledge, this will give you a total write-off amount per pledge.

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    Hope that helps!

    Aaron Thompson
    BrightVine Solutions

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