Add filters to Lifetime Giving Merged

My understanding is that the Gift Type of "Other" is not included in the Analyze dashboards.  In order for this to be consistent, we need to be able to exclude it from Lifetime Giving.  This would mean we can utilize "Other" for things like Event Registration - which would be extremely useful.  The way it is set up now means that "Other" is included in Lifetime Giving.

  • Guest
  • Jul 14 2016
  • Shipped
  • Guest commented
    November 02, 2016 16:56

    I've noticed that lifetime giving is sometimes inflated because soft credit pay-cash gifts and pledges are both counted - essentially double counting the gifts. It would be great if we had filters like in RE Classic to control the way lifetime giving is calculated.

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