We need to be able to exclude write offs in total giving. This is in reference to the total giving on a constituent list in NXT. Then lifetime giving will show a different value from your total giving criteria. This does not make sense to me. When would anyone want to report write off $ as revenue?
Agreed! We ran a list with a criteria of amount greater than or equal to $1000. But the list shows donors with "Lifetime giving" of $590, $810, $900, etc. First, this is wrong, they didn't and won't "give" $1000+ and they shouldn't be on the list. The list is wrong. The difference upon research is clearly that Lifetime is deducting write-offs and the list filter is not -- and it doesn't provide the option to. Second, this greatly reduces the credibility of the software for the intended audience of lists: fundraisers. Fundraisers don't understand and care about this level of nuance and no explanation is going to be sufficient to "why did I filter for $1000+ and it shows me donors less than $1000?" It looks bad and raises unnecessary questions. You've rightly added Deduct write offs from Recognition, please give us the same option here. Thanks!
Absolutely needs to be separate and not part of total giving. A Pledge should not increase a donors totals of any kind until the payment is made. It skews your results and makes lists and reporting inaccurate.