Number of Donors on a Gift Detail and Financial Summary report from RE not matching number of Donors on my NXT insight

Linda Lull

I am trying to move my office over to using insights and dashboards, but they are reluctant. We are in the middle of a campaign with many financial nuances, and I can get the total recieved and committed dollars from my insight in NXT to match running a Gift Detail and Summary Report (GDSR) from RE. But the # of donors is off. I have tried a bunch of different setting on my RE “Recognitions” setting. And the instructions on my GDSR and the query included in my GDSR are to include credit to the soft cred recipients and the matching gifts to the donor. Can you provide me with a better understanding on the difference/definition between Donor on the botttom of the GDSR versus that of Donor on an insight or an ideas on how I can make these two match. Thanks

Austen Brown

@Linda Lull - This is a great question! I'm checking with a few ID experts I know to see if we can get to the bottom of this for you. More to come - if anyone has any thoughts, please feel free to share them.

Austen Brown

@Linda Lull - The general consensus is that this likely has to do with SC not playing nice with Insight Designer/WV dashboards. I recommend you create a list from the insight and compare that to a generated query from the GDSR report. Unfortunately this is an area of WV that has a couple holes that are difficult to work around where SCs are concerned. If you haven't already, I recommend checking out the RE NXT Idea Bank - here are a few ideas concerning this topic.

If you have moment, please vote for these! Product developers look to the Idea Bank for inspiration on areas of the product to improve. The more votes an idea has the higher likelihood it will be adapted in the future.

• Provide option to include or exclude soft credits in donor retention dashboard
• Option to include Soft Credits in any Reporting area
• NXT Insights - to be able to look at gifts by Constituency Code from Constituent including Soft Credit.
• Soft Credits-Tributes-Anonymous Donors

A huge thanks to @Jennifer Briganti and @Carlene Johnson for helping out with this question! ?