Start your query:
  1. Navigate to Analysis, then click on Information library
  2. Click Add an ad-hoc query
  3. Select source view of Revenue and click OK
Add fields to Include records where:
  1. With Revenue selected in the left column, from the middle column drag Transaction type into Include Records Where. Set Equal to Payment.
  2. In the left column, select Application Details. From the middle column, drag Application into Include records where. Set Equal to Donation.
  3. Within Include records where, click on the line Transaction type is equal to Payment line. Click on the left Add parenthesis button.
  4. Within Include records where, click on Revenue\Application Details\Application is equal to Donation line. Click on the Add right parenthesis button.
  5. In the left column, select Revenue. From the middle column, drag Transaction Type into Include records where. Set Equal to Pledge.
  6. In the left column, select Application Details. From the middle column, drag Type into Include records where. Set Equal to Gift.
  7. Within Include records where, click on the line Transaction type is equal to Pledge. Click on the left Add parenthesis button.
  8. Within Include records where, click on Revenue\Application Details\Application is equal to Donation. Click on the Add right parenthesis button.
Add fields to Results fields to display:
  1. By default, Amount and Date are added to the Results fields to display for a Revenue query
  2. To see Constituent name: In the left column, select Constituent. From the middle column, drag Name into Results fields to display.
  3. To see Transaction Type: In the left column, select Revenue. From the middle column, drag Transaction Type into Results fields to display.
Save your query:
  1. Click Set save options tab
  2. Name query
  3. If you will be using this query elsewhere in Altru, mark to Create a selection
  4. If you will be using this query in another query, mark Show this selection in the Query Designer
  5. Save and Close

Here is an example of what your final query will look like:
User-added image