Add Planned Giving Reports to Webview Production

The Planned Gift reports are not currently planned to be brought over into webview. However, we use them monthly to report to finance what is and isn't realized, what the over-payment is (i.e. expected $5K, estate sent $6K) as well as what the projected years of revenue are.

We need this report.

  • Amy Stubbings
  • Sep 9 2026
Standard Reports
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  • Heather Fairbanks commented
    09 Sep 15:56

    We also use this as a metric for reporting!

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  • Maya Rosman commented
    09 Sep 14:47

    We use this as part of our metrics reporting and it's how we track the planned gifts that have been landed this year for use in our fundraising goals. These are extremely helpful reports and I hope they make it into webview. Even if other similar reporting becomes available as part of new features, a lot of folks have finance departments that need to receive the data in the current report format.

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