Revenue type filter for recurring gift payment and pledge payment returns zero results on Revenue Search form

When filtering for a revenue record in an ad-hoc query using the Revenue Search form, both the 'recurring gift payment' and 'pledge payment' return zero results. This occurs even when the you know the constituent has instances of both on their revenue record.
We are currently evaluating this issue for a fix in a future service pack.

Steps to Duplicate

Steps to duplicate

1. Search for and note a constituent lookupid that has both a recurring gift and pledge payment on their record
2. Go to the Analysis functional area and add a revenue ad-hoc query
3. Within the query design window add a 'Revenue record' filter, click the search button to open the 'Revenue Search' form
4. On the search form, filter by the lookupid for the constituent chosen above and on the revenue type filter choose 'Recurring gift payment'
5. Click search and notice zero results are returned
6. Repeat the above except use 'Pledge payment' as the revenue type filter, again notice zero results returned


Workaround

Replace the 'Revenue Search' list with the 'Transaction Search' list using the 'Search list configuration' task in the Administration area.

Environment

 Blackbaud CRM
 4.0
 4.0.180.1600 SP16

Was this article helpful?