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For additional information on what cash credit means, see the counting methodology definitions article.
Reporting on Cash Credit
Cash credit combines payments and life-income agreements. The reported amount field is [Revenue Application Amount].
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AND
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[Recognition Revenue Category]
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Not In List
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AAUM LEAD;AAUM LEAD - Estate Distribution - Greater Than Expected;AAUM LEAD - Estate Distribution - No Prior Knowledge;AAUM LEAD - Life Income Distribution - Greater Than Expected;AAUM LEAD - Life Insurance Distribution - Greater Than Expected
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[Recognition Revenue Application Amount]
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Greater than
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0
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[Recognition Revenue Application Type]
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Equal to
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Gift
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OR
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AND
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[Recognition Revenue Application]
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In List
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Donation;Pledge;Matching gift;Planned gift;Recurring gift
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[Recognition Revenue Transaction Type]
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Equal to
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Payment
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AND
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[Recognition Revenue Application]
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Equal to
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Donation
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[Recognition Revenue Transaction Type]
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Equal to
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Planned gift
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[Planned Gift Vehicle(+)]
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In List
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Charitable gift annuity;
Charitable remainder annuity trust;
Charitable remainder unitrust;
Pooled income fund
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Figure 1. Business Objects cash credit query.
Filtering on Cash Credit
When filtering on cash credit totals, a subquery that utilizes the same set of base filters and uses [Sum of Recognition Amount] for a cumulative amount filter must be used.
Figure 2. A screenshot of a Business Objects subquery filtering on cash credit in FY2015 totaling $50,000 or more.
This subquery is part of the larger definition of the base population (e.g., active individuals, organizations, alumni of the Marsal Family School of Education). It may include additional filters on the credit in the filter, such as credit to a particular SCU, within a range of fiscal years, and so on. The example in Figure 2 is looking for donors with cash recognition credit in fiscal year 2015 of $50,000 or greater.