1. Go to Analysis > Information Library.  Click Add an ad-hoc query.
  2. Select the source view of Revenue and click ok.
  3. If you would like to filter on certain dates, click on Date in the middle and move this to Include Records Where.  Set the criteria to the date range you want.
  4. On the left, click on the plus sign next to Application Details, then click on Revenue Recognition Credits.
  5. In the middle, click on Type and move this to Include Records Where.  Set the criteria to Blank.  Click on this line of criteria in Include Records Where and click the add left parentheses button twice.
  6. In the middle, click on Amount and move this to Include Records Where.  Set the criteria to Not Blank.  Click on this line of criteria in Include Records Where and click the add right parentheses button.  
  7. In the middle, click on Type and move this to Include Records Where.  Set the criteria to one of and select any recognition credit types you may use.  This may include hard credit, soft credit, donor, or spouse.  Click on this line of criteria in Include Records Where, click the Or button, then click on the add right parentheses button.
  8. If you are looking for a specific group of constituents grouped by constituency, such as board member, click on the plus sign next to Revenue Recognition Credits, then click on the plus sign next to Constituent, then click on the Constituencies.  In the middle, click on Constituency and move this to Include Records Where.  Set the criteria to equal to Board Member, for example.
  9. To output the fields you may need, do the following: 
  10. If you would like constituent name, click on Constituent on the left, then Name or First name and Last/Organization/Group/Household Name and move these fields to Results Fields to Display.
  11. On the top left, click on revenue.  In the middle, click on Date and move this to Results Fields to Display.
  12. In the middle, click on Transaction Type and move this to Include Records Where.  This will show you what the revenue was, for example pledge or payment.
  13. In the middle, click on Reference and move this to Include Records Where.
  14. On the left, click on Application Details.  In the middle, click on Amount and move this to Results Fields to Display.
  15. In the middle, click on Designation name and move this to Results Fields to Display.
  16. On the left, click on the plus sign next to Application Details, then click on Revenue Recognition Credits.  In the middle, click on Type and move this to Results Fields to Display.
  17. On the left, click on the plus sign next to Revenue Recognition Credits, then click on Constituent.  In the middle, click on Name and move this to Results Fields to Display.
  18. Go to the Set Save Options tab, name, and save the query.
Here is a screenshot of how the query should look: 
Screenshot of recognition query