Gift Lists doesn't have option to add Receipt Amount into the Output. It's critical for Gift List to include this column for accuracy purposes in order to pull the accurate total of philanthropic giving since Gift Amount field contains a total amount of payment and Receipt Amount field contains the amount of charitable donation. For example, the total amount of event payment is $350 which is recorded in the Gift Amount but $300 is the tax deductible amount/charitable donation which is recorded in the Receipt Amount. The Gift Lists needs to be build based on the Receipt Amount field rather than on the Gift Amount field.
Also need to add into the Filters the Gift is Linked to the Planned Gift = No since it's eliminate payments made towards the planned gift . It's critical for population of accurate total of giving for specific time frame as to avoid double counting of Planned Gifts and Planned Gifts Payments.
Please combine all the very similar Ideas about making Planned gift fields like Planned Gift Status available in the Web View so Lists can be created filtering on this field in particular. The field is viewable on a Gift in the WebView, it's not like it isn't being carried over as a field from the database view. We would like to make good use of the Planned Gift Status & build out table options that suit the need to track a Planned Gift from early Status to Documented. Because it can't be filtered in a Gift List, I'm now having to consider creating a Gift Attribute called Planned Gift Status. This will be far from ideal since we want a table of statues to use only for Planned Gifts.
Gift Lists doesn't have option to add Receipt Amount into the Output. It's critical for Gift List to include this column for accuracy purposes in order to pull the accurate total of philanthropic giving since Gift Amount field contains a total amount of payment and Receipt Amount field contains the amount of charitable donation. For example, the total amount of event payment is $350 which is recorded in the Gift Amount but $300 is the tax deductible amount/charitable donation which is recorded in the Receipt Amount. The Gift Lists needs to be build based on the Receipt Amount field rather than on the Gift Amount field.
Also need to add into the Filters the Gift is Linked to the Planned Gift = No since it's eliminate payments made towards the planned gift . It's critical for population of accurate total of giving for specific time frame as to avoid double counting of Planned Gifts and Planned Gifts Payments.
Please combine all the very similar Ideas about making Planned gift fields like Planned Gift Status available in the Web View so Lists can be created filtering on this field in particular. The field is viewable on a Gift in the WebView, it's not like it isn't being carried over as a field from the database view. We would like to make good use of the Planned Gift Status & build out table options that suit the need to track a Planned Gift from early Status to Documented. Because it can't be filtered in a Gift List, I'm now having to consider creating a Gift Attribute called Planned Gift Status. This will be far from ideal since we want a table of statues to use only for Planned Gifts.