When looking at Gift records that were split between multiple funds, you can't view the financial split. It would be nice to be able to filter by fund and when you do, the result would only show the split amount for that particular fund you filtered to see.
Another issue is that even when there are no splits, the gift information is pulling into the split column, so it is not easy to see if there is a split or not. It would make much more sense to display nothing in the split column when the entire gift went to one single fund and only display the split information in the split column.
For example, on a list showing all annual fund gifts, one of the gifts for annul fund was a $500 check of which only $250 was for the annual fund and $250 was for another designation. The gift amount on the list would be $250 and in the split column on that gift you would also see $250 to the other designation. The split column would not need to show the $250 for the annual fund also since that is already seen in the gift information. Likewise, for a $750 gift that was entirely for the annual fund, the split column would be blank since there is no split.
A split gift column was added yesterday to NXT for gift lists but it isn't at all functional. It is a text string with campaign, fund name, appeal and then split gift value in ( ). If there are multiple funds, these text strings are separated with a semicolon. They are not unique fields and not helpful for anyone exporting and trying to use the information for sorting or accurate reporting of values.
If the filter is by fund it must only show the split gift amount or the report is useless.
I believe this has been satisfied with a recent release in the Fundraising Details tile on gift records. Please let me know if I am overlooking something in this request though.
You have my vote- The Raiser's Edge NXT does show the Fund breakdown for split gifts in many places, but not the split amounts. Perhaps that is something we need to consider adding.
Thanks,
Chase Greiser, bCRE
Senior Analyst Assistant