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)
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.
Please add this feature to the web view!
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.
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.
Yes. This should absolutely be a part of the webview summary data.
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.
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!
I would also like to see the number of gifts in the time period, so cumulative and number of donations.
Please!! This is one of my MGO's favorite data points. Such a bummer it's not already in NXT.
Our organization needs a gift summary column in the constituent lists, either YTD giving or customizable, to track our prospects.
Yes!
Yes! Please give us more options to sort and filter giving totals in this view.
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.