Development Function Fields

Overview

Development function fields are accessible within queries based on the Household table. The following are available under the Development section of a household query:

  • Amounts by Fiscal Year
  • Amounts by Calendar Year
  • Filtered Giving (BETA)
  • Gift Date

Read more about function fields.

Amounts by Fiscal Year

This function field allows the user to search for the giving amount from a household for a particular year. To search across multiple fiscal years, add in multiple iterations of this function field and vary the parameters, updating the field description for clarity.

Parameters

Fiscal Year
(required)
Select the desired year, defaults to {current_fiscal_year}.
Gift Type
(required)
Select one of the following:


  • Donations –
  • Total giving (default)

Amounts by Calendar Year

This function field allows the user to search for the giving amount from a household for a particular calendar year. To search across multiple years, add in multiple iterations of this functions field and vary the parameters, updating the field description for clarity.

Parameters

Calendar Year
(required)
Select the desired year, defaults to {current_calendar_year}.
Gift Type
(required)
Select one of the following:


  • Donations –
  • Total giving (default)

Filtered Giving (BETA)

Please note this field is still in beta testing.

This function field allows users to search by gift type and by campaign.

Gift Type
(required)
Select one of the following:


  • All Gifts (default)
  • Donations and Outstanding Pledges
  • Donations Only
  • Outstanding Pledges
  • Total Pledges
Campaign(s)Select one of the campaigns that are displayed on the list of all campaigns in the system.

Gift Date

This function field allows the users to search by the date a gift was posted.

OptionSelect a timing option for the gift.


  • Last (default)
  • First
  • Largest
Gift TypesSelect one or multiple gift types. Not required.


  • None
  • Donation
  • Pledge
  • Donation Soft Credit
  • Plg Installment
  • Plg Soft-Credit
Campaign(s)Select one of the campaigns that are displayed on the list of all campaigns in the system.