Gift lists need to be updated so that when you pull by a Campaing, Fund or an Appeal only the gift dollar amount for the specific Campaign, Fund or Appeal is considered when the gift is split. Currently it pulls the entire split gift amount, and all Campaign, fund and appeals associated with the amount that includes one of your filters.
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.
This is essential for accurate figures
This is essential for accurate lists
I can't believe I and a Blackbaud support rep spent so much time on this issue and as Suzanne said "I'm shocked that this idea was originally suggested in 2015, and it is still not resolved". I had been thinking how handy the Lists option was?!
This is still a problem - I was shocked that this idea was suggested originally in 2015, and it is still not resolved. There is no purpose to use the Lists section if we are not able to select gift split amount.
We have so many large split gifts and reporting on them is a big challenge
I agree. We have split gifts that people give when donating with an event registration but we do not want to include the registration cost.
I agree. There should be 2 amounts - the full gift amount and the split amount.