Insights - ability to filter out realized gifts

I've been trying to create an insight that essentially follows CASE counting standards. We are able to include Planned Gifts, but I cannot find a way to exclude any gifts realized against those planned gifts, essentially double counting the realized amount. Insight filters do not include Realized yes/no.


Please add an insight filter that allows us to include/exclude gifts that are realized from giving totals when creating NXT insights.

  • Jodi Bruns
  • Jul 7 2021
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