User-defined fields in Reports

Daler Baitursunov
Daler Baitursunov
Fourth Anniversary Facilitator 1
in Blackbaud eTapestry® General Discussions

I need your advice on how to add user-defined fields to indicate donations received by multiple sources of funding via partner institutions.

I have tried all possible options in the Journal section to add an extra field to the report. But system-defined fields do not give us necessary options to capture a multiple source of funding arriving from other partner institutions.

Any suggestions?

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Comments

  • Gabriele Wessendorf
    Gabriele Wessendorf
    Tenth Anniversary Facilitator 1 Loyalty Badge

    @Daler Baitursunov
    Can you explain what you mean by “received by multiple sources of funding via partner institutions”? If you were to use a soft credit, one journal entry only allows for one soft credit. If one donation comes from multiple sources, can you breakdown the amount and apply each smaller amount to a constituent account till it equals the full amount?

    You mentioned first user defined fields and then system defined fields. I assume you mean user defined fields.

  • Karen Tuecke
    Karen Tuecke Community All-Star
    Tenth Anniversary Kudos 5 August 2025 Monthly Challenge Badge Name Dropper

    @Daler Baitursunov out of curiosity… have you tried to create a UDF in the with multiple options for check boxes? I have an example of what we do below. In this field I have added a number of items so I can track QCD's and Foundation gifts. Let me know if this is what you are looking for and I can walk you through it.

    0e36d84e1dc888a50058437e87185de0-huge-im


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