We would be happy to see this modified, too, as we would rather not have membership dues included in this total (or at least have them broken out and labeled as such).
This one is rather critical for us as well - we own and operate a car park, and this revenue is transacted through Raiser's Edge as a gift. Very easy to filter in Database View, but not in RE NXT. It often creates a false impression of the constituent.
At my last org, we tracked employee giving to United Way and our local Fine Arts Fund (operates similarly to UW) as Gift Records. In RE:7, this was fine, because we could include or exclude based on Cpgn or Fund (ID or Type). But in NXT, these gifts are automatically included in giving summaries and that can't be changed.
I agree about making recognition gifts hidden in lifetime totals. My totals are comically skewed due to soft credits.
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We process many "non-contribution" gifts and we don't count them in lifetime giving totals. So we have to get this total from database view.
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We were told in training that the event gifts are not included in this Lifetime Giving.
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We would be happy to see this modified, too, as we would rather not have membership dues included in this total (or at least have them broken out and labeled as such).
Attachments Open full size
This one is rather critical for us as well - we own and operate a car park, and this revenue is transacted through Raiser's Edge as a gift. Very easy to filter in Database View, but not in RE NXT. It often creates a false impression of the constituent.
Attachments Open full size
At my last org, we tracked employee giving to United Way and our local Fine Arts Fund (operates similarly to UW) as Gift Records. In RE:7, this was fine, because we could include or exclude based on Cpgn or Fund (ID or Type). But in NXT, these gifts are automatically included in giving summaries and that can't be changed.
Attachments Open full size