When filtering the NXT Web View Donor Retention Report by fundraiser, the results should include LYBUNT donors even if the solicitor was not assigned to them for the previous year's gifts.

The donor retention report is accurate if not filtering by fundraiser. But if a fundraiser was not assigned to a donor for the previous year's gifts, the report excludes those gifts (even though he gave to us in the previous year--just not through that fundraiser). This makes the retention report inaccurate for that fundraiser and not useful. See case 019321214 for details.

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  • May 19 2023
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