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
  • Shipped
Portal
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    • Sunshine Reinken Watson commented
      21 Jan 22:18

      Thank you, Lacey!

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    • Admin
      Lacey Kruger commented
      21 Jan 21:55

      Hi all. This turned out to be a bug and it has since been resolved. thank you for your comments!

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    • Candy Reichert commented
      December 06, 2024 01:10

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

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    • Maya Rosman commented
      December 05, 2024 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.

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    • Dana Smith commented
      December 05, 2024 20:26

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

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    • Susan Walters commented
      December 05, 2024 20:21

      Agreed! This is not helpful!

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    • Sue Christensen commented
      December 05, 2024 19:59

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

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