Analyze should include a selection of Gift Types the same as the list function

Our campaigns our based on Accrual rather than revenue received.  It would be nice to be able to choose the gift type that I want to analyze the data on, rather than limited to only revenue received.  Analyze is a great tool, but I am unable to use it at all with this restriction.

  • Nancy Hartman
  • Jul 8 2016
Data analysis
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  • Stephanie Christie commented
    December 07, 2016 17:10

    I would like to STRONGLY second this.  Our organization has been with Blackbaud for awhile now and is completely unable to use the Analyze Feature at ALL due to the restrictions on Filtering.  At the very minimum, there needs to be a way to Filter by Fund.  We were "sold" on RE initially because we track all kinds of revenue through RE, including some fee-for-service, it isn't all Gifts and Donations. Therefore, without separating by Fund, Analysis Tabs, particularly Retention and Acquisition are completely skewed and unable to be used at all.  Please let us know a timeline or plan to implement  increased Filter choices, specifically by Fund 

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