Display split amount in Gift list when filtering by Campaign, Fund, or Appeal

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.

  • Nancy Hartman
  • Dec 29 2015
  • Planned
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  • Admin
    Heather McLean commented
    24 Sep 15:59

    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.

  • Katharine Sampson commented
    14 Sep 13:56

    This is essential for accurate figures

  • Scott Raker commented
    September 14, 2020 20:01

    This is essential for accurate lists

  • Kristie Nix Moorer commented
    June 24, 2020 19:38

    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?!

  • Guest commented
    August 26, 2019 11:45

    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.

  • Maryanne Askwyth commented
    June 18, 2018 14:26

    We have so many large split gifts and reporting on them is a big challenge

  • Anne Malone commented
    May 11, 2018 15:27

    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. 

  • Guest commented
    July 28, 2016 14:23

    I agree. There should be 2 amounts - the full gift amount and the split amount.