Overview report in NXT Fundraising reporting includes full pledge amt despite being written off

@Naila Asif
if you use Constituent Query > Summary of Giving, the total amount will minus the writeoff

I don't know if the same is true for Export > Summary of Giving

@Naila Asif
the Constituent tile for giving summary is non-configurable, it will show what Blackbaud think should be shown, and nothing you can do about it.

what you want is achievable only by custom work. A separate custom build tile for Giving summary can be build to show whatever you want it to show, however, this will require you or your IT team has the capability to do SKY API and SKY Add-in. That, or hired a blackbaud partner that knows how to do it.

@Joe Moretti
Query or Export will depends on the need.

I understand Blackbaud generally like to tell people Query is for grouping and Export is truly where you want to do output export. I do not agree with that actually.

Query can be a better place to do exporting of data as long as you are aware what is 1-many relationship that will cause dup records row and handle appropreiately. Back when I do RE reporting via database view, I do 90% of my reporting data output from Query.

Constituent Export will allow you to have separate parameter specification for each summary giving column (i.e. one with soft credit to reciepeint, one with soft credit to both full amount, one with direct credit), so if your report need requires this, then using Export makes perfect sense. However, given the OP does not have different specification for each giving summary column, using query is good, esp when write off should be excluded.

@Naila Asif When you click on the revenue amount to get the list as an export, it will automatically show the original pledge amount under the field Amount, but there is the field Balance to show the current balance on the pledge in the list to export. If you aren't seeing that field in your list, you need to hit the Choose Columns icon (looks like an open book) and checkmark Balance in the Gift basics section. So it will show you original pledge amount and pledge balance, but it won't show you if it were payments or write-offs that reduced the balance. If it's important to you to pull the data from this location AND know if the pledge balance is due to a write-off, you could create a gift custom field called Write-off Amount and add it to gifts that you write off with the amount written off as the value, then checkmark that field to show in the list to export. That would mean an extra step when doing write-offs, but that may be worth it to you for this reporting/exporting capability.