Step 1: Set up the smart field:
  1. Go to Administration > Smart Fields
  2. Click Add to add a new smart field.
  3. Add a Constituent Revenue Application Amounts smart field (we recommend this type because if anyone makes a split gift, Altru will only return the amount applied to the designation you specify).
  4. On the General Tab, name your Smart field and add a description if you would like. On the Parameters Tab:
    1. Under Value to return, select Total application amount.
    2. Under for, select Constituent revenue if you would like to see just revenue that constituent has made. If you want to see recognition credits for the constituent, you can select Constituent Revenue Recognition. To see revenue made by the constituent's household members select Household Revenue. To see recognition for the Household members, select Household member revenue recognition.
    3. Under Revenue, Revenue types, select the revenue types you would like to see (in this case most likely donations)
    4. Under Transaction type/Application, select the transaction types/applications, you would like to see (for example, you may want to see payments only, so  mark payments for donations, matching gifts, pledges, and recurring gifts).
    1. If you are using a smart field for recognition credits, under Recognition Credit types, select the recognition credit types you would like to see. (Note: If you leave recognition types unchecked, this will pull in all recognition types).
    2. (Optional) Under Application Selection, you can narrow your smart field further using a Revenue Application query selection. For example, if you would like to only calculate donations to certain designations in your totals, you can create a selection of revenue to those designations only. 
    3. Under Timeframe, select the timeframe you would like to consider. 
  5. Save your Smart Field.
 
Step 2: Process Smart Field Results:
  1. Once your Smart field is saved, find it from the list of Smart Fields in your database and click the hyperlinked name.
  2. In the top left hand corner under Tasks, click Start Process. Note: You can also set your smart field on a job schedule to process automatically by going to the Job schedules tab.
  3. Once the Smart Field is processed, you are ready to add it to your query. 
 Step 3: Add Smart Field Value to your query:
  1. Go to Analysis > Information Library
  2. Click Add a new ad-hoc query with a record type of Constituents.
  3. In the left column, expand Smart Fields, then select your smart field we created above
  4. In the middle column, drag Value to Results fields to display. To read more about Smart Fields, see our Smart Fields Guide here
  5. (Optional) To eliminate everyone with a $0.00 value, also drag the Value field to Include Records where and filter on “Greater than 0.00."
  6. If you would like to see other information about these constituents, move those fields to Results Fields to Display as well.
    • For Primary Address information, on the left, click Address (Primary).  Then in the middle column, click and move Address, City, State, Zip into Results Fields to Display.
    • For Email Addresses, on the left, click Email Addresses.  In the middle, click Email Address and move to Results Fields to Display.  This will give you every email address and may cause duplicate rows in your results.  For only one primary email, refer to this Knowledgebase solution about how to get one email address or phone number in the query output.