PeriodSummaries
Once the summarization process is complete, this is how you get data returned.
The add-in will use the Blackbaud Financial Edge NXT API to process WHERE clause conditions built with the following columns and operators. The rest of the filter is executed client side within the add-in.
- FiscalYear, FiscalPeriod, AccountNumber and UiProjectId support the '=' operator. A blank search is not supported.
SELECT * FROM PeriodSummaries WHERE FiscalYear = 'year' AND FiscalPeriod = 'period' AND AccountNumber = 'abc' AND UiProjectId = 'def'
Columns
| Name | Type | References | Description |
| FiscalYear | String |
FiscalYears.Year | The summarized fiscal year. |
| FiscalPeriod | String |
FiscalYears.FiscalPeriod | The summarized fiscal period. |
| AccountNumber | String |
Accounts.AccountNumber | The account number of summarized transactions. |
| UiProjectId | String | The project identifier of summarized transactions. | |
| PeriodStartDate | Datetime | The start date of the summarized period. | |
| PeriodEndDate | Datetime | The end date of the summarized period. | |
| TransactionCodes | String | The transaction code values of summarized transactions. | |
| BeginningBalance | Double | The total transaction balance at the beginning of the summarized period. | |
| Debit | Double | The sum of transaction debits int he summarized period. | |
| Credit | Double | The sum of transaction credits int he summarized period. | |
| EncumberedBeginningBalance | Double | The encumbered transaction balance at the beginning of the summarized period. | |
| EncumberedCredit | Double | The sum of encumbered transaction credits int he summarized period. | |
| EncumberedDebit | Double | The sum of encumbered transaction debits int he summarized period. |