Households total revenue and Individuals total revenue do not match on the Revenue Summary Tab

When viewing the Revenue Summary Tab for a constituent, you may notice that the Household Totals do not match the Individual Totals. For example, when viewing the Revenue Totals by year, you will notice those numbers do not total to the same amounts under the Individual and Household . This issue is caused by the Household Summary Total Revenue field not calculating Pledges.
This issue has been resolved. If you experience this error, please chat with support to provide the exact steps that were taken.

Example: $100 pledge ($20 payment made), then $80 balance remaining:

Revenue Reporting Filter Used

Total Revenue Amount

Only Pledge:
User-added image

$80 (Will show only pledge balance amount)

Only Pledge Payment:
User-added image

$20 (Will show only the payment corresponding to the pledge)

Both Pledge and Payment marked:

$100 (Will show pledge balance amount + pledge payment amount)

Steps to Duplicate

  1. Go to an individual's record.
  2. Go to the Revenue Tab.
  3. On the Revenue Summary Tab, see that the Household Summary Total Revenue does not match the Individual Summary Total Revenue


 Altru Arts & Cultural

Was this article helpful?