Analyze > Overview Gifts section includes pledges that have been written-off

On the Analyze>Overview page, under Gifts, Gift Revenue (when Committed is selected under Revenue Type) includes pledges that have been written off.  This is very misleading.  There is no option to exclude write-offs.  For our capital campaign we have had a few large write-offs.  As a result, the Gift Revenue on the Analyze page is overstated.  We need the option to exclude pledges that have been written-off. 

  • Lisa Wylie
  • May 14 2018
  • Already exists
Data analysis / Gifts
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    • Paulette Bassil commented
      March 18, 2022 14:06

      I wish they do it in the database

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    • Blake Moody commented
      January 28, 2019 21:20

      Currently, the Giving Analysis settings for Committed Revenue automatically deducts pledge write-off's in the cumulative amount.

      https://www.blackbaud.com/files/support/helpfiles/rex/content/bb-revenue-received.html

      Lisa, I emailed you directly so we can get a member of our support team to reach out and make sure this is working for you.

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    • Christiana Czarnowski commented
      May 24, 2018 18:09

      Agreed - excluding the portion written off is pretty important.

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    • Jen Claudy commented
      May 15, 2018 23:23

      Or exclude the portion of the Pledge that has been written off?

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