Dashboards: Date Filter for Gifts should allow filter on Gift Date

Not sure why but if you add a Gifts by Fund or Gifts by Fundraiser insight to the dashboard, you can only filter the gifts by CONSTITUENCY, not by gift date. I had to create a Gift Amount by Fundraiser Credit from scratch inside Insight Builder to be able to show my fundraisers how much revenue was credited to them in a specific period. Very strange that this isn't an out of the box option!

  • Keri Barnhart
  • Nov 28 2018
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  • Amanda Greenland commented
    June 11, 2019 16:43

    Yes this is very strange.  You should be able to filter by gift date when using the fundraiser insight.  I have attached a copy of the screen that this applies to.