Gift Reporting - Split Campaign and Split Fund Amounts

Brian McGuire

I am building a custom report that sums up cash gifts over a specified period of time. This gift list is further filtered to include only those gifts made to a specific Campaign, and gifts to all but a specific Fund Category. I am running into trouble with gifts that have been split between Campaigns and Funds of different categories. My totals are overstated. I believe by including campaign split amounts and fund categories in my export (what I need to filter gifts appropriately in the report), and am adding duplicate rows in my gift data set. I am exporting data from Raiser's Edge to a Blackbaud Report Writer database, and connecting to it with Crystal Reports 11. Has anyone else run into this trouble?

Martina Aguinaldo

Brian McGuire:
I am building a custom report that sums up cash gifts over a specified period of time. This gift list is further filtered to include only those gifts made to a specific Campaign, and gifts to all but a specific Fund Category. I am running into trouble with gifts that have been split between Campaigns and Funds of different categories. My totals are overstated. I believe by including campaign split amounts and fund categories in my export (what I need to filter gifts appropriately in the report), and am adding duplicate rows in my gift data set. I am exporting data from Raiser's Edge to a Blackbaud Report Writer database, and connecting to it with Crystal Reports 11. Has anyone else run into this trouble?

This happens to me too when I do gift adjustments, the gift amount becomes a zero, but the report still pirnts out the original amount. Have you heard back on your question?

Danielle Repic

Brian McGuire:
I am building a custom report that sums up cash gifts over a specified period of time. This gift list is further filtered to include only those gifts made to a specific Campaign, and gifts to all but a specific Fund Category. I am running into trouble with gifts that have been split between Campaigns and Funds of different categories. My totals are overstated. I believe by including campaign split amounts and fund categories in my export (what I need to filter gifts appropriately in the report), and am adding duplicate rows in my gift data set. I am exporting data from Raiser's Edge to a Blackbaud Report Writer database, and connecting to it with Crystal Reports 11. Has anyone else run into this trouble?

 when exporting split gifts - use the fund amount not the gift amount in the report.  This will get you the amount that was credited to each fund.

Christine Alexander

Danielle Repic:

 when exporting split gifts - use the fund amount not the gift amount in the report.  This will get you the amount that was credited to each fund.

I exported the fund amount and the fund description, but when i group by fund, I continue to get duplicate lines for a split gift. For example, if i have a split gift of $69 to fund A and $100 to fund B, when I Group by Fund description, I will get the following lines:

 Fund A

$69 Fund A

$69 Fund A

Fund B

$100 Fund B

$100 Fund B

which throws off my totals. I have no other grouping/sort restrictions except by date.  can someone assist?

Barbara 4

Christine Alexander:

I exported the fund amount and the fund description, but when i group by fund, I continue to get duplicate lines for a split gift. For example, if i have a split gift of $69 to fund A and $100 to fund B, when I Group by Fund description, I will get the following lines:

 Fund A

$69 Fund A

$69 Fund A

Fund B

$100 Fund B

$100 Fund B

which throws off my totals. I have no other grouping/sort restrictions except by date.  can someone assist?

Try the field Fund List, not Fund Desc. I use that as well as Campaign split amount and the $ comes out correctly.