Scenario 1- the Data Return Type in your query is incorrect
  The Received field, like the Fund, Campaign, and Approach, will only show results if the Data Return Type on your query is Journal Entries, All Household Journal Entries, or Household Journal Entries Per Criteria. If the Data Return Type is not set to one of these options, the query will not pull the journal information, it will just look for account level information. The steps to change the Data Return Type are listed below:
  1. Click Queries
  2. Click Manage Queries
  3. Click the category where you store the query
  4. Click the query name
  5. Below the Results heading, set the Data Return Type to Journal Entries, All Household Journal Entries, or Household Journal Entries per Criteria
  6. Click Save and View Queries
For a complete list of Data Return Types and when to use each, please see Which Data Return Type should I use?

Scenario 2- your query criteria includes Pledges or Soft Credits, which do not have a Received amount
 When we enter Pledges and Soft Credits in the database, we do not enter a Received amount because these transactions do not represent money coming into the organization. The one exception to this is when a partial Payment is made on a Pledge at the same time the donor pledges the money. We will add different fields to the report or template to show the amounts for the Pledges and Soft Credits.

If you're working with a report:
  1. Click Reports
  2. Click Manage Reports
  3. Click the category where you stored the report
  4. Click the name of the report
  5. Select Journal Fields from the Browse Fields drop down menu and click on Pledged (if your query looks for Pledges) or Soft Credit Amount (if your query looks for Soft Credits)
  6. Click Save and Run
  7. Select your category from the first drop down menu and your query from the second drop down menu
  8. Select your Report Format from the drop down menu below the Delivery Options heading and click Submit
If you're working with a template:
  1. Click Communications
  2. Click Manage Communications
  3. Click the category where you stored the template
  4. Click the name of the template
  5. Click the Insert Merge Value icon in the tool bar
  6. Select Journal Fields as the Category and click on Pledged (if your query looks for pledges) or Soft Credit Amount (if your query looks for soft credits)
  7. Click Insert
  8. Click Save And Finish
  9. Re-generate your letters or receipts with the same query

Scenario 3- your query criteria includes non-transaction entries
 There is no monetary value assigned to the non-transaction entries, such as Notes, Contacts, or Participation entries, so the Received field will show $0. Instead, we can include fields specific to these entries:

If you're working with a report:
  1. Click Reports
  2. Click Manage Reports
  3. Click the category where you stored the report
  4. Click the name of the report
  5. Select Journal Fields from the Browse Fields drop down menu
    1. If your query criteria includes Notes, click Note
    2. If your query criteria includes Contacts, click Contact Subject and Contact Method
    3. If your query criteria includes Participations, click Goal and Team Name
  6. Click Save and Run
  7. Select your category from the first drop down menu and your query from the second drop down menu
  8. Select your Report Format from the drop down menu below the Delivery Options heading and click Submit

If you're working with a template:
  1. Click Communications
  2. Click Manage Communications
  3. Click the category where you stored the template
  4. Click the name of the template
  5. Click the Insert Merge Value icon in the toolbar
  6. Select Journal Fields in the Category drop down menu
a. If your query criteria includes Notes, click Note
b. f your query criteria includes Contacts, click Contact Subject and Contact Method
c. If your query criteria includes Participations, click Goal and Team Name
  1. Click Insert
  2. Click Save and Finish
  3. Re-generate your letters with the same query