Currently, gift lists have limited and misleading functionality. If the donor gives a $5,000 gift, split between funds A and B, it will show on a gift list for fund A for $5,000. I know it's not accurate, but some people don't come to me before running quick gift lists. If you look for all gifts for a fund or campaign in DBV, it shows the split amount, not the gift amount. That same feature should be in NXT/Unified view for looking at gift lists, gifts by fund, campaign, appeal, etc.
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.
This was added yesterday to NXT 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.
Thank you for your feedback and for highlighting the challenges associated with analyzing gifts that are split across multiple campaigns, funds, or appeals.
We've recently updated the Total amount key information so that it now includes only the gift splits that match your selected filters. For example, when filtering by a specific campaign, fund, or appeal, the total reflects only the matching split amounts rather than the full amount of each gift.
We recognize that additional transparency is still needed within the resulting gift lists themselves. To address this, we are actively working on a new column that will display the associated gift splits and their amounts directly within the gift list experience. This enhancement will make it easier to understand how individual gifts contribute to filtered results and validate the totals being reported.
While the recent changes improve the accuracy of filtered totals, we are leaving this idea open until the split details are available within gift lists. We'll continue to share updates as that work progresses.
Thank you for helping us improve the reporting and analysis experience.
Yes, this is very misleading in NXT view.