Portal lifetime giving amount should not double count pledges and their payments

The lifetime giving calculation in the portal currently includes both pledges and their payments, resulting in double-counting the same gift. This inflates the giving history for donors with pledges, displaying incorrect amounts and potentially causing confusion.

As it stands, this issue makes the portal unusable for our clients. Please prioritize resolving this to ensure accurate giving histories.

  • Sunshine Reinken Watson
  • Dec 5 2024
  • Planned
Portal
  • Attach files
  • Candy Reichert commented
    06 Dec 01:10

    this needs to be fixed. Is it possible to turn off the lifetime giving until it is fixed?

    Attachments Open full size
  • Maya Rosman commented
    05 Dec 20:30

    Agree with everyone on this! If possible, it would be ideal to show donors something that would make sense to them like "Lifetime pledged" and Lifetime paid", or something similar.

    Attachments Open full size
  • Dana Smith commented
    05 Dec 20:26

    100% - definitely a big reason why we don't use the portal

    Attachments Open full size
  • Susan Walters commented
    05 Dec 20:21

    Agreed! This is not helpful!

    Attachments Open full size
  • Sue Christensen commented
    05 Dec 19:59

    Agreed! We currently don't use the portal because of potential issues such as this

    Attachments Open full size

Related ideas