Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-312 Choose which gift types to use for the Analysis dashboards.

Include specific gift types in Analysis section Merged

We've been exploring the new analysis section, but we've noticed that when running the reports, we're unable to filter by gift type. It's essential that we're able to include pledges. I haven't looked closely to see if it's pulling stock or in-kind gifts, but those would also be important.

  • Katie Schroeder
  • Apr 27 2016
  • Shipped
Data analysis / Wealth Analytics
  • Heather Kantor commented
    June 16, 2016 16:55

    This tool is not beneficial to us because we can't pull by gift type either, and that's really all we do. We must have the ability to pull cash and pledges together. PLEASE fix this so we can use this very expensive item to it's fullest. Thank you!

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  • Guest commented
    May 18, 2016 15:52

    Yes this is very frustrating, it is also an issue in the main NXT (Non Analyze) because their total giving last gift etc. Is irrelevant because it does not include pledges but does include payments. Development shops rarely look at donors as cash flow vs pledges.

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