Campaign Query Pulling Wrong Amount for Gift Type Stock/Property (Sold)

Robin Evans

I created a campaign summary query to use on our dashboard and I'm having trouble with one of the summary output fields I created.  The summary field is really simple: Gift Type one of Cash, Stock/Property (Sold).  I want to know exactly how much cash we have received for straight gifts so far this year to a particular campaign.  However the number that RE is returning is the Stock/Property amount, not the Stock sale amount.  Does anyone know how I can adjust the field criteria to return the stock sale amount?  Thank you.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

JoAnn Strommen

Robin Evans:
I created a campaign summary query to use on our dashboard and I'm having trouble with one of the summary output fields I created.  The summary field is really simple: Gift Type one of Cash, Stock/Property (Sold).  I want to know exactly how much cash we have received for straight gifts so far this year to a particular campaign.  However the number that RE is returning is the Stock/Property amount, not the Stock sale amount.  Does anyone know how I can adjust the field criteria to return the stock sale amount?  Thank you.<?xml:namespace prefix = "o" ns = "urn:schemas-microsoft-com:office:office" />

According to knowledgebase solution BB99658 dashboards always show the sold amount. 

When Stock/Property Gifts are included in dashboards, the Stock/Property sold amount will appear instead of the initial Stock/Property gift amount. This occurs because the dashboard is giving 'real time' information about the gift so that users have accurate totals.

Based on that info, I start by double-checking the gift record to be sure sale is correctly entered. 

Have you checked knowledgebase?  Maybe BB53884 or BB569744 - what amount does a cash receipts journal report? 

Just a couple thoughts...