Total Giving Field in Export

Jenn Schooley 2 · September 2018

Hi all -

I notice that when selecting the Total Giving field in the Export function, the data will lump together pledges and their payments, which can ultimately inflate a constiuent's total giving ... i.e. pledge of $200 and pay-cash of $200 shows $400 in total giving on export.

What's the best approach to mitigating this? Would it make sense to isolate Total Giving for Pledge payment type and then combine all other payment types in another isolated Total Giving field?

Thanks!

Joanne Felci 2 · September 2018

Hi Jenn,

You can either just choose pledge (and not pay-cash as well) from gift types - or on the Gift Type tab in Summary criteria, there is a box you can check that says "Use gift balance instead of gift amount" and that should stop the double counting - see image below for what I mean

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Jenn Schooley 2 · September 2018

Thanks, Joanne Felci‍! Much appreciated.

Total Giving Field in Export

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