Committed and Received Revenue types should have a way to not double-count
We need to be able to see gifts made for a time period:
1. cash in hand, pay-recurring gift, gift-in-kind, etc.
2. new pledges/balances (including MG, planned giving)
3. pledge payments
Neither Committed nor Received allow us to view all of these at once. We also can't just run one and then add it to the other, because Cash is counted twice, and I can't tell if pledges are being counted as the balance or the original pledged amount. (If someone makes a pledge on March 1, pays the first installment on March 15, and we're reporting on March 1-30, for example.)
Really, we should be able to define our own gift types to match the reporting we do for our foundation, the IRS, and the VSE. As it is, we can't use Analyze on any gift information for basic reports, and Lists don't have sufficient filtering, so we have to use the RE7 database side, which makes all of those nice visuals useless.
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Keri Barnhart
- Mar 27 2018
Related ideas
This functionality should be standard. I really can't believe that if we create a pledge gift record and then a pledge payment record, they get double counted in reports. Why would any fundraiser want to double count pledges and their payments? Please address this as quickly as possible. I mean this is Raiser's Edge. The leading fundraising CRM. Pledge functionality on the platform should work.
Oh yes--that'd be super! In addition to being able to define which gift types we want to count, I'd love the ability to include both Pledged and Received revenue when needed. Thank you for considering!
turn off "exclude 0 amounts" in settings for committed revenue
I agree. I am not able to use the amazing dashboard builder for my reporting without the ability to show pledge balance, not total pledged without over reporting the total raised.