How to see what revenue I entered on a specific date

You may be entering revenue and want to build a query to track your entries. The below steps will assist in seeing which revenue records were added or by your username on a specific date.

Article Number: 111180

Products:

Blackbaud_Altru

Click Analysis > information library > add an ad-hoc query
Choose the Revenue source view
From the middle column, underneath System Fields drag Added by username Equal to your own username to Include Records Where
From the middle column, underneath Sysem Fields, drag Date Added to Include Records Where
From the middle column underneath Fields, drag Date and Amount into Results fields to display
You can also add additional fields to Results fields to display, such as Constituent\Name
Your final results will look similar to below:

Revenue added by myself on specific date

Was this article helpful?

Thanks for your feedback! Did this solve your issue?

Comments (optional):

Thanks for your feedback!

We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.

We’re sorry to hear that. Please tell us why.

I don't like how this works.

The answer is confusing.

The answer didn't match what I was searching for.

Additional Comments (optional):

Thanks for your feedback! If you need assistance, click Chat with Support below.

Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.

Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.

Thanks for letting us know. We'll work on updating the search engine to return more relevant results.

Blackbaud Community

Connect and collaborate with fellow Blackbaud users.

Chat with Support

Chat with our experienced staff to receive help right away.

Connect

The Blackbaud team is online and ready to connect with you!