Summary Data Should Include Current Fiscal Year Giving

The Constituent Summary data has some useful information, but knowing how much they have already contributed in the current fiscal year is FAR more important than knowing when their first gift was. Please include a pre-built filter for Current Fiscal Year Total Giving.

  • Meredith Friedman
  • Oct 14 2021
Data analysis
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    • Meredith Friedman commented
      October 14, 2021 16:56

      This would also enable you to quickly find out who your biggest supporters are in the current year.

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