The revenue summary tab will total the amounts based on your revenue filters. If no revenue filter is selected, Altru uses the default revenue filter. Otherwise, you can select your revenue filter you would prefer.

To edit your default reporting filter:
  1. Navigate to Revenue > Reporting Filters
  2. From Revenue filters tab, click drop down next to your default filter and select Edit
  3. Remove check box from Pledge > Donation. 
Note: This field pulls the pledge balance amount, whereas Payment > Pledge pulls the payments towards the pledge.
  1. Save
  2. Return to Constituent Record
  3. From the Revenue tab, click Revenue Summary
  4. Next to Revenue filter, ensure this field is blank

To add a new revenue filter:
  1. Navigate to Revenue > Reporting Filters
  2. From Revenue filters tab, click Add
  3. Add the filters you would prefer, but do not include Pledge > Donation. 
Note: This field pulls the pledge balance amount, whereas Payment > Pledge pulls the payments towards the pledge.
  1. Save
  2. Return to Constituent Record
  3. From the Revenue tab, click Revenue Summary
  4. Next to Revenue filter, select drop down to choose your new filter



Example: $100 pledge ($20 payment made), then $80 balance remaining:
 

Revenue Reporting Filter Used

Total Revenue Amount

Only Pledge:
User-added image

$80 (Will show only pledge balance amount)

Only Pledge Payment:
User-added image

$20 (Will show only the payment corresponding to the pledge)

Both Pledge and Payment marked:

$100 (Will show pledge balance amount + pledge payment amount)