Fiscal Year to Date Giving - Summary Field AND List Column

We have donors that make multiple gifts a year. Their latest gift might be $250, but their total giving for the year is $10,000. It would be great to have a summary field in the web-view that totals this, so it does not have to be totaled manually. And it would be SUPER GREAT to have this as a column in lists. (Latest Gift, Greatest Gift, Year to Date Giving, Lifetime Giving)

  • Waileia Mineshima-Eldredge
  • Jun 15 2017
  • Reviewed: Voting Open
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  • Susan Shebar-Fioribello commented
    July 25, 2023 18:48

    This one column would help me eliminate several lists that I am constantly needing to run in database view reducing my time available for research, analytics, etc.

  • Twila Moore commented
    March 31, 2023 11:17

    Please add this feature to the web view!


  • Susan Todaro commented
    February 17, 2022 23:13

    I'd add being able to have a column in lists where you can get giving totals for any specific date range--fiscal year, calendar year, quarter, etc.

  • Sunshine Reinken Watson commented
    October 12, 2021 14:42

    Yes, please. It would be extremely helpful to have a giving summary on the constituent record in webview similar to the summaries function in database view so we can see their giving breakdown by year, appeal, gift type, fund, etc. My gift officers ask for this all the time, and there isn't an easy way to do it in webview.

  • Meredith Friedman commented
    October 06, 2021 15:36

    Yes. This should absolutely be a part of the webview summary data.

  • Trent Smither commented
    May 12, 2021 16:49

    Yes, please. This is so important, and so many donors make multiple gifts towards pledges or even just send in extra at tax year end and FY year end. This would also make it easy--I think--to pull a detailed "Donors Who Gave $5,000 or more in FYXX" or any date parameters. Pulling this list in NXT through Gifts won't work currently.

  • Hannah West commented
    February 18, 2021 13:25

    Yes! Not having this in Web View requires us to pull Exports from Database View, which means users are dependent on admins for the lists. Would love to give our gift officers this data in Web View!

  • Guest commented
    June 25, 2020 20:53

    I would also like to see the number of gifts in the time period, so cumulative and number of donations.

  • Victoria Schonfeld commented
    September 18, 2019 13:08

    Please!! This is one of my MGO's favorite data points. Such a bummer it's not already in NXT.

  • Sunshine Reinken Watson commented
    August 14, 2019 19:25

    Our organization needs a gift summary column in the constituent lists, either YTD giving or customizable, to track our prospects.

  • Carrie Ogami commented
    January 23, 2019 00:49

    Yes!

  • Lisa Becker commented
    January 22, 2019 23:57

    Yes! Please give us more options to sort and filter giving totals in this view.

  • Linda Lull commented
    June 15, 2017 15:49

    I think it would be great if you could make a few of these "Totaling" Fields in addition to the Fiscal Year to date... For example Fiscal Year Last Year and Fiscal Year 2 Years ago...  It would really help for those who give more than once in the year.  

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