Step 1: Start your Query
  1. Go to Analysis > Information Library
  2. Click Add an ad-hoc query
  3. Select the source view of Revenue and click OK
Step 2: Add fields to Include records where
  1. In the left column, highlight Application Details. From the middle column, drag Designation system record ID to Include records where. Set this to be equal to your special event designation
    User-added image
Step 3: Add fields to Results fields to display:
  1. From the middle column, we also recommend dragging Amount to Results fields to display. This will report on Application Amount to account for any split payments. For this reason, you can also remove the “Amount” field from Results fields to display
  2. To see the constituent name, from the left column, highlight Constituent. From the middle column drag Name to Results fields to display
  3. Rename any fields in Results fields to display as needed
    User-added image
Step 4: Save your Query
  1. On the set save options tab, Name your query
  2. Mark the box, Create a Selection
  3. Save and Close