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, please ship this as soon as possible. I hope the work on this is related to the way reporting shows up on individual Fund records (see idea 8563 for detailed description of issues with how totals and gifts show on the various tabs of a Fund record).

This issue that inflates numbers and misrepresents gifts, makes it difficult for fundraisers to be self-sufficient and track a fund's performance on their own in web view. It also keeps us from working in the unified view and from moving our various processes and reporting to WV.

Please consider this sooner rather than later!

This is skewing our numbers because it is including the full gift amount of a multi-year pledge (a $25,000 total pledge is reflecting all $25,000 even though I'm only asking for the coding that would only reflect $5,000). Also, we code our transaction fees that donors cover separately, but with the way the dashboard will not allow the filters to act the way we would like it is including that additional funding in my dashboard as well.

Why have a dashboard if it is not reliable to how you fundraise? Please work on this so that reporting can be accurate.

we need this in NXT so our dashboards are accurate

The new NXT Fund record screen is amazing looking. However, it is useless because it includes the full gift amount instead of the fund split amount.

I agree with Paula's comment below. On the new NXT Fund, Campaign and Appeal records, the Gift Tab total is incorrect when a gift is split on that Fund, Campaign or Appeal. We're having to advise our fundraisers, "Don't use this number", and that's not ideal.

Has anyone else noticed that they are doing this in the new NXT Fund and Appeal records too? On the new Gift Tab within the Fund record, the filter shows that it's limiting on that specific fund, but the entire gift amount (including splits to other funds) are being included in the summary total and in the list. BTW, I contacted support about it and they said that "the results you are seeing are working as designed". It's wrong, and our fundraisers are reporting incorrect totals to donors, doctors and leadership.

Not only is the gift list useless without being able to see the correct fund split amounts but I am also using this list to create a web component to show our fundraising total stats for a campaign. Because the list only pulls the full amount instead of the split amount it is inaccurately counting several split gifts twice in 2 different web component metrics. I even started my NXT list with a static gift query in database view that only pulls the split amount but the NXT list still shows the total and not split amounts for those gifts. I shouldn't have to enter 2 separate gifts every time we get a split gift just so the NXT gift list and web component works.

Gift Lists are useless without being able to see the correct fund split amount. I just ran a list today of all gifts received to our Oncology Fund last year (for a grant application), and many of the amounts were false. So I was unable to accurately sort by gift amount to report our top donors to the fund on the grant application. I had to go into database view to get the correct information.

Having the correct split amount would make it much easier for reporting. NXT is supposed to be useful for Board Members, EDs, etc., but they are not going to know to watch out for split gifts!

The fact that a dashboard view can correctly identify the split amount, but the drill down to gift-level detail in a list cannot creates erroneous results. Our executive team uses this for specific funds and this problematic for us ... very confusing at the very least.

Please add split amount to list reporting options, and intelligent functionality to use this amount when a gift is split.

Please change the split gift functionality so the gift can be viewed and identified with amounts to two or more separate funds, campaigns, etc.

Gift Lists in NXT produce inaccurate gift amounts because it does not consider the split gift amount as linked to the fund specified in the filter. The entire gift amount and each of the split fund descriptions should not appear in the list. This produces inaccurate information that can easily be distributed to internal and external parties. This is basic functionality that should be addressed immediately. Thank you kindly.

Gift Lists in NXT are completely useless to our org if we can't output split amount

Agreed! This is one of the biggest thorns in using RE data or internal RE NXT Reporting/Lists/Insights. We are still looking for a "Mouse" to solve (remove thorn)! We have found ways to help via MS Access exports vs Excel files, but it is still so much more work than getting the data out via Dagwood stacked sandwich style for Excel pivots versus a horizontal accordion (with data in additional variable # of columns) OR ideally displayed within the software as needed for self-serve types or reporting. Sometimes folks use these too and they don't realize that the RE reports are incorrect. Hoping with the RE NXT push and enhancements that Blackbaud resolves this.

The inability to report default gift lists using a split amout option is a huge issue for us! We regularly report financial results to our board and committees at Fund / Appeal levels. We have significant donations that are split across these categories. Reporting is confused when going to detail lists when split amount is not available as a default list option, requiring manual effort to adjust.

this is a huge issue especially with the introduction of the "Goal Meter". By not having that available any split gift recorded in the system will be reported incorrectly on the "Goal Meter" I.E. at the total gift amount and not at the specific designated fund.

As with most things Blackbaud, this has been requested since 2105 and here in 2018 - no updates. Still a major issue.

Commenting to confirm this is still a huge issue. Please sort this Blackbaud or the reporting tool is no use for reporting on any sort of gift measures and everyone finds it thoroughly confusing and misleading.