Ability to filter by gift date added in NXT Lists / Gifts
Filtering on gift date (versus gift date added) is not useful when the need is to prepare a weekly list of gifts (not previously reported on) since not all gifts with the same gift date are added on the same day. We need to be able to pull lists based on gift date added versus gift date. I will not be able to stop using my report in the database view (based on a query of gifts) until I am able to filter on gift date added (in NXT Lists).
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Drew Matthews
- Aug 1 2019
- Reviewed: Voting Open
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Add filter for gift entry date to NXT gift list.
Merged Add the ability to filter on gift entry date in an NXT gift list.Reviewed: Voting Open
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Add Date Added filter to Gift Lists
Merged It would be helpful to be able to filter a Gift List by the Date Added value on a gift record.Reviewed: Voting Open
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Add Gift Date Added as a filter option for Gift Lists
Merged It would be really helpful to be able to have a standard gift list by date added, not just gift date. I currently have to go back into database view to get this.Reviewed: Voting Open
Related ideas
For me, it has made lists borderline useless. I only create lists when required, and they are usually based on Queries anyway.
This is an extremely important piece that is complicating the use of gift and constituent lists for gift receipts, recent gift review, recent donor review, etc.
Example:
The date on the check is used for the gift date per XYZ org's policy. A check is received dated last month. This gift does not get included in the "Gifts last week" and "Donors last week" lists for fundraiser review and the donor does not receive a personal thank you call.
XYZ org receives a quarterly disbursement check and report for employee giving from Acme & Co. They use the date the gift was given by the employee from the disbursement report as the gift date, so it matches with the donor's records. The weekly gift list for receipts must be based on a static query that is manually refreshed in order to pull the date added rather than the gift date.
Especially with the upcoming loss of ability to edit Crystal Reports--this is crucial for us, for all the reasons listed by others. Thank you!
Yes please! I'm looking at using a powerautomate daily gift report, but it will miss gifts unless we can use gift lists. In a best case scenario a gift is date is the day before a gift is entered, but there are many times when we are waiting on an upload or information from finance and gift entry is delayed. This negates the functionality of a daily or weekly report.
This is so desperately needed. I find myself having to alter the criteria of what should be fixed gift lists daily so the correct things get reported--the gift date is not always the date gifts are committed to RE!