Custom fields are also available as columns and filters.

Constituents

Name
Column
Filter
Description
Valid Values
Account Number
Column
No
The constituent's account number. Assigned by Bloomerang
 
Address
Column
No
Click to get to address fields for a specific address type. See "Addresses"
 
Benevon icon Ambassadors
Column
Filter
The constituents who are the assigned ambassadors for a Benevon constituent. Column value is pulled from the most recent interaction with a completed Ambassadors field. Available for Bloomerang for Benevon only.

Benevon icon Ask Amount
Column
Filter
The amount a Benevon constituent should be asked for. Column value is pulled from the most recent interaction with a completed Ask Amount field. Available for Bloomerang for Benevon only.

Benevon icon Ask by When
Column
Filter
The date by which a Benevon constituent should be asked for a donation. Column value is pulled from the most recent interaction with a completed Ask by When field. Available for Bloomerang for Benevon only.

Birthdate
Column
Filter
The constituent's date of birth
 
Benevon icon Buckets
Column
Filter
The areas of interest for a Benevon constituent. Column value is pulled from the most recent interaction with a completed Buckets field. An Interaction custom field available for Bloomerang for Benevon only.
User-entered values
Communication Restrictions
Column
Filter
How the constituent does not want to be communicated with
Do Not Call, Do Not Mail, Do Not Solicit
Created By
Column
Filter
The name of the user who created the constituent's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Created Date
Column
Filter
The date the constituent's record was created in Bloomerang
 
Email Address
Column
No
Click to get to email fields for a specific email type. See "Email Addresses"
 
Email Interest Type
Column
Filter
Shows if the constituent has selected to receive all emails (All), some email interests (Custom), or opted out of mass email (Opted Out)
All, Custom, Opted Out
Email Interests
Column
Filter
The categories of email the constituent has selected to receive. Only has values if the constituent's Email Interest Type is Custom
 
Employer
Column
Filter
The constituent's employer
 
Engagement Level
Column
Filter
The engagement level listed on the constituent's or household's Summary screen
Cold, Cool, Warm, Hot, On Fire
Envelope Name
Column
No
The name that should be used on an envelope when sending the constituent mail
 
Facebook ID
Column
No
The constituent's Facebook ID
 
Find Constituents    NoFilterSearch for and select individual, organization accounts
First Interaction Date
Column
No
The date of the constituent's first Benevon interaction. Available for Bloomerang for Benevon only.

First Interaction Purpose
Column
No
The purpose of the constituent's first Benevon interaction. Available for Bloomerang for Benevon only.

First Name
Column
No
The first name of an individual constituent or an organization's primary contact
 
First Transaction Amount
Column
No
The amount of the constituent's first transaction
 
First Transaction Date
Column
No
The date of the constituent's first transaction
 
Formal Name
Column
No
The constituent's formal name
 
Gender
Column
Filter
The constituent's gender
Male, Female, Other
DonorSearch icon Generosity
ColumnFilterA rating of the constituent's generosity
Cold, Cool, Warm, Hot, On Fire, Not Scanned
DonorSearch icon Generosity Details
Column
Filter
Click to get to the DonorSearch generosity fields. Available with a DonorSearch batch screening. See "Generosity Details"

Has Address icon Addresses
No
Filter
Click to get to the address fields. See "Addresses"
 
Has Email icon in reports Email Addresses
No
Filter
Click to get to the email address fields. See "Email Addresses"
 
Has Facebook ID
Column
Filter
Whether constituents have a Facebook ID on their profiles
Yes, No
Has First-Time Donor Thank You CallColumnFilterWhether constituents has a First-Time Donor InteractionYes, No
Has Interaction icon in reports Interactions
Column
Filter
Click to get to the interaction fields. See "Interactions"
 
Has LinkedIn ID
Column
Filter
Whether constituents have a LinkedIn ID on their profiles
Yes, No
Has Note icon in reports Notes
Column
Filter
Click to get to the notes fields. See "Notes"
 
Has Phone icon Phone Numbers
No
Filter
Click to get to the phone number fields. See "Phone Numbers"
 
Has Relationship icon RelationshipsNoFilterHow one constituent is related to other constituentsAny relationship roles set in your database
Has Task icon in reports Tasks
Column
Filter
Click to get to the task fields. See "Tasks"
 
Has Transaction icon in reports Transactions
Column
Filter
Click to get to the transaction fields. See "Transactions"
 
Has Twitter ID
Column
Filter
Whether constituents have a Twitter ID on their profiles
Yes, No
Has Visited Website
Column
No
Whether constituents have visited your organization's website. Website Visits must be turned on for this to work
Yes, No
Household Name
Column
No
The household name, if the constituent is grouped in a household
 
Informal Name
Column
No
The constituent's informal name
 
Is Head of Household
Column
Filter
Whether constituents are assigned as Head of Household on a household's account
Yes, No
Is in Report icon in reports a Constituent Report
No
Filter
Click to reference another constituent report
 
Is in a Household
Column
Filter
Whether constituents are in a household account
Yes, No
Job Title
Column
Filter
The constituent's job title
 
Largest Transaction Amount
Column
No
The amount of the constituent's largest transaction
 
Largest Transaction Date
Column
No
The date of the constituent's largest transaction
 
Last Interaction Date
Column
No
The date of the constituent's most recent Benevon interaction. Available for Bloomerang for Benevon only.

Last Interaction Purpose
Column
No
The purpose of the constituent's most recent Benevon interaction. Available for Bloomerang for Benevon only.

Last Modified By
Column
Filter
The user who last updated the constituent's profile
 
Last Modified Date
Column
Filter
The date when the constituent's profile was last updated
 
Last Name
Column
No
The last name of an individual constituent or an organization's primary contact
 
Last Website Visit
Column
Filter
Column: The date when the constituent last visited your organization's website. Filter: Set a date span for the last website visit. Website Visits must be turned on for this column and filter to work
 
Last Year Raised
Column
No
The constituent's total amount of raised dollars from the past calendar year. Raised money includes donations, pledges, and recurring donation payments
 
Last Year Revenue
Column
No
The constituent's total amount of revenue dollars from the past calendar year. Revenue money includes donations, pledge payments, and recurring donation payments
 
Latest Transaction Amount
Column
No
The amount of the constituent's most recent transaction
 
Latest Transaction Date
Column
No
The date of the constituent's most recent transaction
 
Benevon icon Levels of Interest
Column
Filter
How the Benevon constituent wants to be involved with the organization. Column value is pulled from the most recent interaction with a completed Levels of Interest field. Available for Bloomerang for Benevon only.
Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values
Lifetime Raised
Column
No
The constituent's lifetime total amount of raised dollars. Raised money includes donations, pledges, and recurring donation payments
 
Lifetime Revenue
Column
No
The constituent's lifetime total amount of revenue dollars. Revenue money includes donations, pledge payments, and recurring donation payments
 
LinkedIn ID
Column
No
The constituent's LinkedIn ID
 
Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Middle Name
Column
No
The middle name of an individual constituent or an organization's primary contact
 
Name
Column
Filter
The first, middle, and last name of an individual constituent or the organization's name
 
Name Suffix
Column
No
The suffix of an individual constituent or an organization's primary contact. For example, M.D.
 
Name Title
Column
No
The title of an individual constituent or an organization's primary contact. For instance, Dr., Mrs.
 
Notes
Column
Filter
The text in the Notes field. Column value is pulled from the most recent interaction with a completed Notes field.

Phone Number
Column
No
Click to get to phone fields for specific phone types. See "Phone Numbers"
 
Preferred Communication Channel
Column
Filter
How the constituent prefers to be contacted
Phone, Email, Mail, Text Message
Primary Contact
Column
No
An organization's primary contact, or a constituent's name
 
Benevon icon Readiness for Ask
Column
Filter
The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Column value is pulled from the most recent interaction with a completed Readiness for Ask field. Available for Bloomerang for Benevon only.
Numerals from 1 to 10.
Benevon icon Reason for Interest
Column
Filter
The Benevon constituent's main reason for being interested. Column value is pulled from the most recent interaction with a completed Reason for Interest field. Available for Bloomerang for Benevon only.

Recognition Name
Column
No
How the constituent prefers to be recognized
 
Relationship icon RelationshipsColumnNoThe name of every related constituent with a specific roleAny relationship roles set in your database
Second Transaction Amount
Column
No
The amount of the constituent's second transaction
 
Second Transaction Date
Column
No
The date of the constituent's second transaction
 
Sort Name
Column
No
How the constituent's name is sorted. By default, individual constituents are sorted by last name and organizations are sorted by their name
 
Status
Column
Filter
The constituent's status
Active, Inactive, Deceased
Benevon icon Team Leader
Column
Filter
The Bloomerang user who is assigned to a Benevon constituent. Column value is pulled from the most recent interaction with a completed Team Leader field. Available for Bloomerang for Benevon only.

Today's Date
Column
No
The date from today. Useful for comparison filtering.
 
Twitter ID
Column
No
The constituent's Twitter ID
 
Type
Column
Filter
The constituent's type
Individual, Organization
Website
Column
No
The constituent's website
 
Website Visits Last 30 Days
Column
Filter
How many visits the constituent made to your organization's website in the past 30 days. Website Visits must be turned on for this to work
 
Year-to-Date Raised
Column
No
The constituent's year-to-date amount of raised dollars. Raised money includes donations, pledges, and recurring donation payments
 
Year-to-Date Revenue
Column
No
The constituent's year-to-date amount of revenue dollars. Revenue money includes donations, pledge payments, and recurring donation payments
 

Addresses

The address filters look at all the constituent's addresses. When you add a column, select to see address information about the primary address or an address type.
Name
Column
Filter
Description
Valid Values
City
Column
Filter
The city of a constituent's address
 
Country
Column
Filter
The country of a constituent's address
 
Is Bad
Column
Filter
Whether an address is marked as bad or invalid
Yes, No
Is Incomplete
Column
Filter
Whether an address is missing information
Yes, No
Is Primary
Column
Filter
Whether an address is the primary address
Yes, No
Note
Column
Filter
NCOA data
 
State
Column
Filter
The state or province of a constituent's address
 
Street
Column
Filter
The street of a constituent's address
 
Type
Column
Filter
The constituent's address type
Home, Work, Vacation
ZIP Code
Column
Filter
The constituent's ZIP code
 

Phone Numbers

Name
Column
Filter
Description
Valid Values
Extension
Column
Filter
The extension of the phone number
 
Is Primary
Column
Filter
Whether a phone number is the primary phone number
Yes, No
Phone Number
Column
Filter
The constituent's phone number
 
Type
Column
Filter
The constituent's phone number type
Home, Work, Mobile, Fax

Email Addresses

Name
Column
Filter
Description
Valid Values
Bad ReasonColumnNoThe reason why an email address is marked as bad
Email Address
Column
Filter
The constituent's email address
 
Is BadColumnFilterWhether a primary email address is marked as badYes, No
Is Primary
Column
Filter
Whether an email address is the primary email address
Yes, No
Type
Column
Filter
The constituent's email address type
Home, Work

Generosity Details

The following fields are available only if you have purchased a DonorSearch batch screening after 8/6/2017.

NameColumnFilterDescriptionValid Values
Annual Fund LikelihoodColumnFilterHow likely the constituent is to give to an annual fundHigh, Above Average, Average, Below Average, Low, Unknown
Has Business AffiliationColumn
Filter
Whether the constituent has a business executive title. DonorSearch only marks this as Yes if the person is definitely a business executive
Yes, No
Largest Charitable GiftColumn
Filter
The range of the largest charitable gift DonorSearch found for the constituent
Last Screened DateColumn
Filter
The date when the DonorSearch data was last refreshed for the constituent
Major Gift LikelihoodColumn
Filter
How likely the constituent is to give a major gift
High, Above Average, Average, Below Average, Low, Unknown
Profile AccuracyColumn
Filter
DonorSearch's rating of how accurate the profile isHigh, Low
Wealth CapacityColumn
Filter
DonorSearch's estimate of the constituent's generosity range based on wealth

Transactions

Name
Column
Filter
Description
Valid Values
Acknowledgement Status
Column
Filter
Whether the transaction is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount
Column
Filter
Dollar amount of the transaction
 
Appeal
Column
Filter
The appeal that the transaction is applied to
 
Assigned LetterColumnFilterThe acknowledgement letter assigned to a transaction 
Bank AccountColumnNoThe QuickBooks bank account tied to the QuickBooks Account for that transaction
Campaign
Column
Filter
The campaign that the transaction is applied to
 
Check Date
Column
Filter
The date of the check applied to the transaction
 
Check Number
Column
Filter
The number of the check applied to the transaction
 
Constituent icon in reports Constituent
Column
Filter
Click to get to the constituent fields. See "Constituents"
 
Created By
Column
Filter
The name of the user who created the transaction's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Created Date
Column
Filter
The date the transaction's record was created in Bloomerang
 
Credit Account
Column
No
QuickBooks credit account number tied to the QuickBooks Account for that transaction based on the Cash and/or Receivables account numbers
 
Credit Card Expiration
Column
Filter
The expiration date on the credit card used for the transaction
 
Credit Card Last Four Digits
Column
Filter
The last 4 digits of the credit card number used for the transaction
 
Credit Card Type
Column
Filter
The type of credit card used for the transaction
Visa, MasterCard, American Express, Discover, Diner's Club, and JCB
Date
Column
Filter
The date on a transaction. Different from Created Date.
 
Debit Account
Column
No
QuickBooks debit account number tied to the QuickBooks Account for that transaction based on the Cash and/or Receivables account numbers
 
Deductible Amount
Column
Filter
The calculated tax-deductible amount of the gift. Equals amount minus non-deductible.
 
Donor Name
Column
No
The name of the person who is soft credited on the transaction
 
EFT Last Four Digits
Column
Filter
The EFT account number used for the transaction
 
EFT Type
Column
Filter
The EFT account type used for the transaction
Checking, Savings
Fee AmountColumn
NoThe processing fee applied to the transaction. Data for this column is only available if the transaction was processed using Bloomerang Payments. 
Final Installment Amount
Column
Filter
The amount of the final installment
 
Final Installment Date
Column
Filter
The date when the final installment is paid
 
First Installment Amount
Column
Filter
The dollar amount of the first payment on a pledge or recurring donation
 
First Installment Date
Column
Filter
The date of the first payment on a pledge or recurring donation
 
Fund
Column
Filter
The fund that the transaction is applied to
 
Has Tribute
Column
Filter
If the transaction is marked with a tribute
Yes, No
Income AccountColumnNoThe QuickBooks income account tied to the QuickBooks Account for that transaction
In Kind Description
Column
Filter
The description of the in-kind transaction
 
In Kind Fair Market Value
Column
Filter
The fair market value of the in-kind transaction
 
In Kind Type
Column
Filter
The type of in-kind transaction
Service, Goods
Is in a Report icon in reports Transaction Report
No
Filter
References a transaction report
 
Is Refunded
Column
Filter
Whether the transaction is refunded
Yes, No
Is Split PaymentColumnFilterWhether the payment is splitYes, No
Last Modified By
Column
Filter
The name of the user who changed the transaction's record in Bloomerang. Shows [API] if updated through the API
 
Last Modified Date
Column
Filter
The date the transaction's record was changed in Bloomerang
 
Last Payment StatusColumnNo

The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule

Failed, At Risk, Successful, Ended, [Blank]

Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Method
Column
Filter
The transaction's payment method. "None" means the pledge or recurring donation is not set to autoprocess.
Cash, Check, Credit Card, EFT, In Kind, None
Next Installment Amount
Column
No
The amount of the next scheduled payment on the pledge or recurring donation
 
Next Installment Date
Column
No
The date of the next scheduled payment on the pledge or recurring donation
 
Non-deductible Amount
Column
Filter
The non-deductible amount of a transaction
 
Note
Column
Filter
The note on a transaction
 
Online Form
Column
Filter
The online form used to create the transaction
 
Payment AmountColumnFilterThe amount of a payment. On a split payment, this is the total amount before the split
Payment NumberColumn
The number assigned by the database to the payment. Split payments have the same payment number but different transaction numbers. On non-split payments, this is the same as the transaction number

Payout DateColumnFilterThe date the transaction was included in a payout to the bank. Data is only available if the transaction was processed using Bloomerang Payments, and the payout has occurred.
Payout IdColumnFilterAn id applied to the transaction for the payout. Transactions can share a payout id if they were included in the same payout. Data for this column is only available if the transaction was processed using Bloomerang Payments, and the payout has occurred.
Transaction icon in reports Pledges and Pledge Payments
Column
Filter
Click to get to the pledge and pledge payment fields. See "Pledges and Pledge Payments"
 
Processing Status
Column
No
Will show as Finished if the transaction was successfully processed by a credit card
Finished
Processor
Column
Filter
The processor in your Bloomerang database used to process the transaction
 
Processor ResponseColumnNo

Why a payment failed. Provided by the credit card or EFT processor


Processor Type
Column
Filter
The processor company used to process the transaction
Authorize.Net, Stripe, BluePay
Projected RevenueColumnFilterThe amount scheduled to be received based either on the scheduled installments of a pledge or the frequency and amount of a recurring donation
QuickBooks Account
Column
Filter
The QuickBooks Desktop account used for the transaction
 
QuickBooks Online AccountColumn
The QuickBooks Online Account that the transaction is synced to
QuickBooks Online ClassColumn
The QuickBooks Online Class that the transaction is synced to
QuickBooks Online Last Sync DateColumnFilterThe date of the last sync with QuickBooks Online
QuickBooks Online Service ItemColumn
The QuickBooks Online Service Item that the transaction is synced to
QuickBooks Online StatusColumnFilterThe current sync status of a transaction with QuickBooks OnlineUnsynced, Sync in Progress, Synced, Do Not Sync
Raised Amount
Column
Filter
The dollar amount of the transaction if it is a donation, pledge, or recurring donation payment
 
Receivables AccountColumnNoThe QuickBooks receivables account tied to the QuickBooks Account for that transaction

Transaction icon in reports Recurring Donation Schedules and Payments
Column
Filter
Click to get to the recurring donation schedule and payment fields. See "Recurring Donations"
 
Refund DateColumnFilterThe date the transaction was refunded
Refund Reason
Column
Filter
The reason the transaction was refunded
 
Revenue Amount
Column
Filter
The dollar amount of the transaction if it is a donation, pledge payment, or a recurring donation payment
 
Soft Credit Name(s)
Column
No
All constituents who are soft credited with the transaction
 
Soft Credited Amount
Column
Filter
The soft credit dollar amount added to the transaction
 
Transaction icon in reports Soft Credits
Column
Filter
Click to get to the soft credit fields. See "Soft Credits"
 
Transaction Number
Column
No
The number assigned by the database to the transaction
 
Tribute
Column
Filter
The name of the tribute assigned to the transaction
 
Tribute Type
Column
Filter
The type of tribute assigned to the transaction
In Honor Of, In Memory Of
Type
Column
Filter
The type of transaction
Donation, Pledge, Pledge Payment, Recurring Donation, Recurring Donation Payment, or Soft Credit

Pledges and Pledge Payments

Name
Column
Filter
Description
Valid Values
Pledge Acknowledgement Status
Column
Filter
Whether the pledge is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount in Arrears
Column
Filter
The total amount past due on the pledge
 
Amount Paid
Column
Filter
The total amount that has been paid on a pledge
 
Appeal
Column
Filter
The appeal that the pledge is applied to
 
Bank AccountColumnFilterThe QuickBooks bank account tied to the QuickBooks Account for that pledge
Campaign
Column
Filter
The campaign that the pledge is applied to
 
Constituent icon in reports Constituent
No
Filter
Click to get to the constituent fields. See "Constituents"
 
Credit Account
Column
No
QuickBooks credit account number tied to the QuickBooks Account for that pledge based on the Cash and/or Receivables account numbers
 
Days in Arrears
Column
Filter
The number of days the pledge is past due
 
Debit Account
Column
No
QuickBooks debit account number tied to the QuickBooks Account for that pledge based on the Cash and/or Receivables account numbers
 
Final Installment Amount
Column
Filter
The amount of the pledge's final installment
 
Final Installment Date
Column
Filter
The date when the pledge's final installment is paid
 
First Installment Amount
Column
Filter
The dollar amount of the first payment on a pledge
 
First Installment Date
Column
Filter
The date of the first payment on a pledge
 
Frequency
Column
Filter
How often the pledge is scheduled to be paid
Weekly, Every other week, Twice per month, Monthly, Every other month, Quarterly, Yearly
Fund
Column
Filter
The fund that the pledge is applied to
 
Has Transaction icon in reports Pledge Payments
Column
Filter
Filter: Click to get to the pledge payment filters. See "Pledge Payments." Column: Click to set up calculated columns for pledge payments.
 
Income AccountColumnFilterThe QuickBooks income account tied to the QuickBooks Account for that pledge

Last Payment StatusNoFilter

The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule

Failed, At Risk, Successful, Ended, [Blank]

Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Most Recent Installment Amount
Column
Filter
The amount of the most recent payment on the pledge
 
Most Recent Installment Date
Column
Filter
The date of the most recent payment on the pledge
 
Next Installment Amount
Column
Filter
The amount of the next scheduled payment on the pledge
 
Next Installment Date
Column
Filter
The date of the next scheduled payment on the pledge
 
Non-deductible Amount
Column
Filter
The non-deductible amount of a pledge
 
Pledge Amount
Column
Filter
Dollar amount of the pledge
 
Pledge Balance
Column
Filter
The dollar amount still due on the pledge
 
Pledge Created By
Column
Filter
The name of the user who created the pledge's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Pledge Created Date
Column
Filter
The date the pledge's record was created in Bloomerang
 
Pledge Date
Column
Filter
The date on a pledge. Different from Created Date.
 
Pledge Has Tribute
Column
Filter
Whether the pledge has a tribute
Yes, No
Pledge is in Report icon in reports a Transaction Report
No
Filter
References a transaction report
 
Pledge Last Modified By
Column
Filter
The name of the user who changed the pledge's record in Bloomerang. Shows [API] if updated through the API
 
Pledge Last Modified Date
Column
Filter
The date the pledge's record was changed in Bloomerang
 
Pledge Note
Column
Filter
Note on the pledge
 
Pledge Projected RevenueNoFilterThe amount scheduled to be received based on the scheduled installments of a pledge.

Pledge Raised Amount
Column
Filter
The dollar amount of the pledge if it is a donation, pledge, or recurring donation payment
 
Pledge Soft Credit Name(s)
Column
No
All constituents who are soft credited with the pledge
 
Pledge Soft Credited Amount
Column
Filter
The soft credit dollar amount added to the pledge
 
Pledge Status
Column
Filter
The current status of the pledge
In Good Standing, In Arrears, Fulfilled, Partially Written Off, Written Off, Overpaid
Pledge Transaction Number
Column
No
The number assigned by the database to the pledge payment
 
Processor ResponseNoFilter

Why a payment failed. Provided by the credit card or EFT processor


QuickBooks Account
Column
Filter
The QuickBooks account used for the pledge
 
Receivables AccountColumnNoThe QuickBooks receivables account tied to the QuickBooks Account for that pledge

Tribute
Column
Filter
The name of the tribute assigned to the pledge
 
Tribute Type
Column
Filter
The type of tribute assigned to the pledge
In Honor Of, In Memory Of
Type
Column
Filter
The type of pledge. Returns only pledges

Write-off Amount
Column
Filter
The amount of the pledge that is written off
 
Write-off Date
Column
Filter
The date the pledge was written off
 

Pledge Payments

Name
Column
Filter
Description
Valid Values
Acknowledgement Status
Calculated column
Filter
Whether the pledge payment is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount
Calculated column
Filter
Dollar amount of the pledge payment
 
Check Date
Calculated column
Filter
The date of the check applied to the pledge payment
 
Check Number
Calculated column
Filter
The number of the check applied to the pledge payment
 
Created By
Calculated column
Filter
The name of the user who created the pledge payment's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Created Date
Calculated column
Filter
The date the pledge payment's record was created in Bloomerang
 
Credit Card Expiration
Calculated column
Filter
The expiration date on the credit card used for the pledge payment
 
Credit Card Last Four Digits
Calculated column
Filter
The last 4 digits of the credit card number used for the pledge payment
 
Credit Card Type
Calculated column
Filter
The type of credit card used for the pledge payment
Visa, MasterCard, American Express, Discover, Diner's Club, and JCB
Date
Calculated column
Filter
The date on a pledge payment. Different from Created Date.
 
EFT Last Four Digits
Calculated column
Filter
The EFT account number used for the pledge payment
 
EFT Type
Calculated column
Filter
The EFT account type used for the pledge payment
Checking, Savings
In Kind Description
Calculated column
Filter
The description of the in-kind pledge payment
 
In Kind Fair Market Value
Calculated column
Filter
The fair market value of the in-kind pledge payment
 
In Kind Type
Calculated column
Filter
The type of in-kind pledge payment
Service, Goods
Is in a Report icon in reports Transaction Report
No
Filter
References a transaction report
 
Is Refunded
Calculated column
Filter
Whether the pledge payment is refunded
Yes, No
Last Modified By
Calculated column
Filter
The name of the user who changed the pledge payment's record in Bloomerang. Shows [API] if updated through the API
 
Last Modified Date
Calculated column
Filter
The date the pledge payment's record was changed in Bloomerang
 
Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Method
Calculated column
Filter
The pledge payment's payment method
Cash, Check, Credit Card, EFT, In Kind
Note
Calculated column
Filter
The note on a pledge payment
 
Online Form
Calculated column
Filter
The online form used to create the pledge payment
 
Processor
Calculated column
Filter
The processor used to process the pledge payment
 
Processor Type
Calculated column
Filter
The processor company used to process the pledge payment
Authorize.Net, Stripe, BluePay
Raised Amount
Calculated column
Filter
The dollar amount of the transaction if it is a donation, pledge, or recurring donation payment
 
Refund Reason
Calculated column
Filter
The reason the pledge payment was refunded
 
Revenue Amount
Calculated column
Filter
The dollar amount of the transaction if it is a donation, pledge payment, or a recurring donation payment
 
Transaction Number
Calculated column
No
The number assigned by the database to the pledge payment
 
Type
Calculated column
Filter
The type of transaction. Returns only pledge payments

Recurring Donation Schedules and Payments

Name
Column
Filter
Description
Valid Values
Schedule Acknowledgement Status
Column
Filter
Whether the recurring donation schedule is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount Paid
Column
Filter
The total amount that has been paid on a recurring donation
 
Appeal
Column
Filter
The appeal that the recurring donation is applied to
 
Bank AccountColumn NoThe QuickBooks bank account tied to the QuickBooks Account for that recurring donation

Campaign
Column
Filter
The campaign that the recurring donation is applied to
 
Constituent icon in reports Constituent
No
Filter
Click to get to the constituent fields. See "Constituents"
 
Credit Account
Column
No
QuickBooks credit account number tied to the QuickBooks Account for that recurring donation based on the Cash and/or Receivables account numbers
 
Debit Account
Column
No
QuickBooks debit account number tied to the QuickBooks Account for that recurring donation based on the Cash and/or Receivables account numbers
 
End Date
Column
Filter
The date when the recurring donation schedule ends.
 
Final Installment Amount
Column
Filter
The amount of the recurring donation's final installment
 
Final Installment Date
Column
Filter
The date when the recurring donation's final installment is paid
 
First Installment Amount
Column
Filter
The dollar amount of the first payment on a recurring donation 
 
First Installment Date
Column
Filter
The date of the first payment on a recurring donation
 
Frequency
Column
Filter
How often the recurring donation is scheduled to be paid
Weekly, Every other week, Twice per month, Monthly, Every other month, Quarterly, Yearly
Fund
Column
Filter
The fund that the recurring donation is applied to
 
Has Transaction icon in reports Recurring Donation Payments
Column
Filter
Filters: Click to get to the recurring donation payments fields. See "Recurring Donation Payments." Columns: Click to set up calculated columns for recurring donations.
 
Income AccountColumnNoThe QuickBooks income account tied to the QuickBooks Account for that recurring donation

Last Payment Status

No

Filter

The status of the last attempted payment on an auto-processing credit card. "[Blank]" means no payment has been processed for the schedule

Failed, At Risk, Successful, Ended, [Blank]

Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Most Recent Installment Amount
Column
Filter
The amount of the most recent payment on the recurring donation schedule
 
Most Recent Installment Date
Column
Filter
The date of the most recent payment on the recurring donation schedule
 
Next Installment Amount
Column
Filter
The amount of the next scheduled payment on the recurring donation schedule
 
Next Installment Date
Column
Filter
The date of the next scheduled payment on the recurring donation
 

Processor Response

No

Filter

Why a payment failed. Provided by the credit card or EFT processor


QuickBooks Account
Column
Filter
The QuickBooks account used for the recurring donation schedule
 
Receivables AccountColumnNoThe QuickBooks receivables account tied to the QuickBooks account for that recurring donation

Schedule Amount
Column
Filter
Dollar amount of the recurring donation schedule
 
Schedule AppealColumnFilterThe current Appeal on a recurring donation schedule
Schedule CampaignColumnFilterThe current Campaign on a recurring donation schedule
Schedule Created By
Column
Filter
The name of the user who created the recurring donation schedule's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Schedule Created Date
Column
Filter
The date the recurring donation schedule's record was created in Bloomerang
 
Schedule Date
Column
Filter
The date on a recurring donation schedule. Different from Created Date.
 
Schedule FundColumnFilterThe current Fund on a recurring donation schedule
Schedule Has Tribute
Column
Filter
Whether the recurring donation schedule has a tribute
Yes, No
Schedule is in Report icon in reports a Transaction Report
No
Filter
References a transaction report
 
Schedule Last Modified By
Column
Filter
The name of the user who changed the recurring donation schedule's record in Bloomerang. Shows [API] if updated through the API
 
Schedule Last Modified Date
Column
Filter
The date the recurring donation schedule's record was changed in Bloomerang
 
Schedule Note
Column
Filter
Note on the recurring donation schedule
 
Schedule Projected RevenueNoFilterThe amount scheduled to be received based on the frequency and amount of a recurring donation.

Schedule QuickBooks AccountColumnFilterThe current QuickBooks Account on a recurring donation schedule
Schedule Soft Credit Name(s)
Column
No
All constituents who are soft credited with the recurring donation schedule
 
Schedule Soft Credited Amount
Column
Filter
The soft credit dollar amount added to the recurring donation schedule
 
Schedule Status
Column
Filter
The current status of the recurring donation schedule
Active, Closed, Overdue
Schedule Transaction Number
Column
Filter
The number assigned by the database to the recurring donation schedule
 
Start Date
No
Filter
The date when the recurring donation schedule starts
 
Tribute
Column
Filter
The name of the tribute assigned to the recurring donation schedule
 
Tribute Type
Column
Filter
The type of recurring donation schedule
In Honor Of, In Memory Of
Type
Column
Filter
The type of pledge
Donation, Pledge, Pledge Payment, Recurring Donation, Recurring Donation Payment, or Soft Credit

Recurring Donation Payments

Name
Column
Filter
Description
Valid Values
Acknowledgement Status
Calculated column
Filter
Whether the recurring donation payment is marked as acknowledged
Yes, No, Do Not Acknowledge
Amount
Calculated column
Filter
Dollar amount of the recurring donation payment
 
Check Date
Calculated column
Filter
The date of the check applied to the recurring donation payment
 
Check Number
Calculated column
Filter
The number of the check applied to the recurring donation payment
 
Created By
Calculated column
Filter
The name of the user who created the recurring donation payment's record in Bloomerang. Shows [API] if created through the API, such as by a form
 
Created Date
Calculated column
Filter
The date the recurring donation payment's record was created in Bloomerang
 
Credit Card Expiration
Calculated column
Filter
The expiration date on the credit card used for the recurring donation payment
 
Credit Card Last Four Digits
Calculated column
Filter
The last 4 digits of the credit card number used for the recurring donation payment
 
Credit Card Type
Calculated column
Filter
The type of credit card used for the recurring donation payment
Visa, MasterCard, American Express, Discover, Diner's Club, and JCB
Date
Calculated column
Filter
The date on a recurring donation payment. Different from Created Date.
 
EFT Last Four Digits
Calculated column
Filter
The EFT account number used for the recurring donation payment
 
EFT Type
Calculated column
Filter
The EFT account type used for the recurring donation payment
Checking, Savings
In Kind Description
Calculated column
Filter
The description of the in-kind recurring donation payment
 
In Kind Fair Market Value
Calculated column
Filter
The fair market value of the in-kind recurring donation payment
 
In Kind Type
Calculated column
Filter
The type of in-kind pledge payment
Service, Goods
Integration NameColumnFilterThe name of the integration where the transaction originated
Integration Transaction IdColumnFilterThe Id of the transaction
Is in Report icon in reports a Transaction Report
Calculated column
Filter
References a transaction report
 
Is Refunded
Calculated column
Filter
Whether the recurring donation payment is refunded
Yes, No
Last Modified By
Calculated column
Filter
The name of the user who changed the recurring donation payment's record in Bloomerang. Shows [API] if updated through the API
 
Last Modified Date
Calculated column
Filter
The date the recurring donation payment's record was changed in Bloomerang
 
Matches Multiple Filter icon Filters
Calculated column
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Method
Calculated column
Filter
The recurring donation payment's payment method
Cash, Check, Credit Card, EFT, In Kind
Note
Calculated column
Filter
The note on a recurring donation payment
 
Online Form
Calculated column
Filter
The online form used to create the recurring donation payment
 
Processor
Calculated column
Filter
The processor used to process the recurring donation payment
 
Processor Type
Calculated column
Filter
The processor company used to process the recurring donation payment
Authorize.Net, Stripe, BluePay
Raised Amount
Calculated column
Filter
The dollar amount of the recurring donation payment
 
Refund Reason
Calculated column
Filter
The reason the recurring donation payment was refunded
 
Revenue Amount
Calculated column
Filter
The dollar amount of the recurring donation payment
 
Transaction Number
Calculated column
No
The number assigned by the database to the recurring donation payment
 
Type
Calculated column
Filter
The type of transaction
Donation, Pledge, Pledge Payment, Recurring Donation, Recurring Donation Payment, or Soft Credit

Soft Credits

Name
Column
Filter
Description
Valid Values
Donor Name
Column
No
The formal name of the constituent who made the transaction
 
Original Transaction Amount
Column
Filter
The total amount of the original transaction
 
Original Transaction Type
Column
Filter
The transaction type of the original transaction
 

Interactions

Name
Column
Filter
Description
Valid Values
Benevon icon Ambassadors
ColumnFilter
The constituents who are the assigned ambassadors for a Benevon constituent. Available for Bloomerang for Benevon only.

Benevon icon Ask Amount
Column


Filter
The amount a Benevon constituent should be asked for. Available for Bloomerang for Benevon only.

Benevon icon Ask by When
Column


Filter
The date by which a Benevon constituent should be asked for a donation. Available for Bloomerang for Benevon only.

Benevon icon Askers
Column


Filter
The constituents who are tasked with asking a Benevon constituent for a donation. Available for Bloomerang for Benevon only.

Benevon icon Buckets
Column


Filter
The areas of interest for a Benevon constituent. An Interaction custom field. Available for Bloomerang for Benevon only.
User-entered values
Channel
Column
Filter
The channel selected on the interaction. When the channel is Mass Email, only the latest 5 million mass email interactions are searched. Interactions with other channel types are not affected by this limit.
Email, Engagement Survey, Engagement Survey Email, In Person, Mail, Mailchimp Mass Email, Mass Email, Phone, Social Media, Text Message, Website, Twitter, Other.
Constituent icon in reports Constituent
Column
Filter
Click to get to the constituent fields. See "Constituents"
 
Created By
Column
Filter
The user's name who entered the interaction. Shows [API] if the interaction was created through the API, such as a form
 
Created Date
Column
Filter
The date the interaction was created
 
Date
Column
Filter
The date on the interaction. Different from Created Date.
 
Benevon icon Event Status
Column
Filter
The constituent's status for a Benevon event. Available for Bloomerang for Benevon only.
Invited, Declined, RSVP, Attended, No Show
Benevon icon Event Type
Column
Filter
The type of Benevon event. Available for Bloomerang for Benevon only.
Point of Entry, Ask Event, Free Feel-Good Cultivation Event
Has Any Clicked Links
Column
Filter
Whether the constituent clicked any links in an email
Yes, No
Has Opened SurveyColumnFilterWhether the constituent has opened one of the Engagement SurveysYes, No
Benevon icon Invited By
Column
Filter
The constituent who invited the Benevon constituent to a Benevon event. Available for Bloomerang for Benevon only.

Is in Report icon in reports an Interaction Report
No
Filter
Reference an interaction report
 
Is Initiated by Constituent
Column
Filter
Whether the constituent started the interaction
Yes, No
Is Opened
Column
Filter
Whether the constituent opened a mass email
Yes, No
Is Unsubscribed
Column
Filter
Whether the constituent is unsubscribed from mass emails
Yes, No
Lapsed ReasonColumnNoThe constituent's response to the Lapsed Donor Survey
Last Modified By
Column
Filter
The user's name who last changed the interaction
 
Last Modified Date
Column
Filter
The date when the interaction was last changed
 
Benevon icon Levels of Interest
Column
Filter
How the Benevon constituent wants to be involved with the organization. An Interaction custom field that comes with preset values but can be changed. Available for Bloomerang for Benevon only.
Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values
Links Clicked
Column
No
The links in an email that were clicked by the constituent
 
Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Note
Column
Filter
The note or tweet on the interaction
 
Online Form
Column
Filter
The online form used to create the interaction
 
Purpose
Column
Filter
The purpose selected on the interaction. Benevon purposes are only available on Bloomerang for Benevon databases.
Acknowledgement, Benevon Ask Event, Benevon Follow-Up, Benevon One-on-One Ask, Benevon Ongoing Cultivation, Benevon Point of Entry, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other
Benevon icon Readiness for Ask
Column
Filter
The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Available for Bloomerang for Benevon only.
Numerals from 1 to 10
Benevon icon Reason for Interest
Column
Filter
The Benevon constituent's main reason for being interested. Available for Bloomerang for Benevon only.

Subject
Column
Filter
The subject of the interaction
 
Benevon icon Table Captains
Column
Filter
The constituents who are table captains for a constituent at a Benevon event. Available for Bloomerang for Benevon only.

Benevon icon Team Leader
Column
Filter
The Bloomerang user who is assigned to a Benevon constituent. Available for Bloomerang for Benevon only.

Was Created From Task
No
Filter
Whether the interaction was created from a task
Yes, No

Notes

Name
Column
Filter
Description
Valid Values
Constituent icon in reports Constituent
Column
Filter
Click to get to the constituent fields. See "Constituents"
 
Created By
Column
Filter
The user who created the note. Shows [API] if the note was created through the API, such as by a form
 
Created Date
Column
Filter
The date the note was created
 
Date
Column
Filter
The date on the note. Different from Created Date.
 
Is in a Report icon in reports Note Report
No
Filter
Reference a note report
 
Last Modified By
Column
Filter
The user who last changed the note
 
Last Modified Date
Column
Filter
The date when the note was last changed
 
Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Note
Column
Filter
The text on the note
 

Tasks

Name
Column
Filter
Description
Valid Values
Benevon icon Ambassadors
Column
Filter
The constituents who are the assigned ambassadors for a Benevon constituent. Available for Bloomerang for Benevon only.

Benevon icon Ask Amount
Column
Filter
The amount a Benevon constituent should be asked for. Available for Bloomerang for Benevon only.

Benevon icon Ask by When
Column
Filter
The date by which a Benevon constituent should be asked for a donation. Available for Bloomerang for Benevon only.

Benevon icon Askers
Column
Filter
The constituents who are tasked with asking a Benevon constituent for a donation. Available for Bloomerang for Benevon only.

Benevon icon Buckets
Column
Filter
The areas of interest for a Benevon constituent. An Interaction custom field. Available for Bloomerang for Benevon only.
User-entered values
Channel
Column
Filter
The channel selected on the task
Email, In Person, Mail, Mass Email, Phone, Social Media, Text Message, Website, Other
Completed Date
Column
Filter
The date the task was completed
 
Constituent icon in reports Constituent
Column
Filter
Click to get to the constituent fields. See "Constituents"
 
Created By
Column
Filter
The user who created the task. Shows [API] if the task was created through the API, such as by a form
 
Created Date
Column
Filter
The date the task was created
 
Due Date
Column
Filter
The date the task is due
 
Benevon icon Event Status
Column
Filter
The constituent's status for a Benevon event. Available for Bloomerang for Benevon only.
Invited, Declined, RSVP, Attended, No Show
Benevon icon Event Type
Column
Filter
The type of Benevon event. Available for Bloomerang for Benevon only.
Point of Entry, Ask Event, Free Feel-Good Cultivation Event
Has Constituent
Column
Filter
Whether the task is associated with a constituent
Yes, No
Benevon icon Invited By
Column
Filter
The constituent who invited the Benevon constituent to a Benevon event. Available for Bloomerang for Benevon only.

Is in Report icon in reports a Task Report
No
Filter
Reference a task report
 
Is Overdue
Column
Filter
Whether the task is overdue
Yes, No
Last Modified By
Column
Filter
The user who changed the task
 
Last Modified Date
Column
Filter
The date when the task was changed
 
Benevon icon Levels of Interest
Column
Filter
How the Benevon constituent wants to be involved with the organization. An Interaction custom field that comes with preset values but can be changed. Available for Bloomerang for Benevon only.
Ambassador, Bless and Release, Leadership/Challenge Gift, Post-POE Cultivation, Multiple-Year Giving Society Donor, Table Captain, Volunteer, other user-entered values
Matches Multiple Filter icon Filters
No
Filter
Click to add a group of filters. This is like putting parentheses around the filters
 
Note
Column
Filter
The note on the task
 
Purpose
Column
Filter
The purpose on the task. Benevon purposes are only available on Bloomerang for Benevon databases.
Acknowledgement, Benevon Ask Event, Benevon Follow-Up, Benevon One-on-One Ask, Benevon Ongoing Cultivation, Benevon Point of Entry, Impact/Cultivation, Newsletter, Pledge Reminder, Receipt, Solicitation, Special Event, Volunteer Activity, Welcome, Other
Benevon icon Readiness for Ask
Column
Filter
The Benevon constituent's readiness to be asked for a donation, rated from 1 to 10. Available for Bloomerang for Benevon only.
Numerals from 1 to 10
Benevon icon Reason for Interest
Column
Filter
The Benevon constituent's main reason for being interested. Available for Bloomerang for Benevon only.

Status
Column
Filter
The current status of the task
Active, Complete, Archived
Subject
Column
Filter
The subject on the task
 
Benevon icon Table Captains
Column
Filter
The constituents who are table captains for a constituent at a Benevon event. Available for Bloomerang for Benevon only.

Benevon icon Team Leader
Column
Filter
The Bloomerang user who is assigned to a Benevon constituent. Available for Bloomerang for Benevon only.

User
Column
Filter
The user assigned to the task
 
Was Saved as Interaction
Column
Filter
Whether the task was saved as an interaction
Yes, No