Consecutive Years Giving summary field in a Constituent Query does not include soft credits

When using the Consecutive Years Giving summary field in a Constituent Query, the field does not consider years with just a soft credit as a year. This occurs even when the soft credit options in Query are set to include them.

We have evaluated this issue as a bug and we have determined it will not be addressed in the program in its current state.  In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

 

We recommend adding any program suggestions to our Ideas Community page. Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.


Alternate workaround

  1. Run and preview the Consecutive Years Report
  2. Export the report preview to Excel

Steps to Duplicate

In The Raiser's Edge 7.93 or above:
  1. Create two new constituent records, records A and B.
  2. On record A, enter five cash gifts of $5 each with the following dates: 1/1/12, 1/1/13, 1/1/14, 1/1/15, 1/1/16
  3. Still on record A, add a soft credit of $5 to each gift for record B.
  4. Save and close record A.
  5. Open record B and confirm that the only gifts present are the soft credits from gifts entered in steps 2 through 3.
  6. Save and close record B.
  7. Go to Query and start new dynamic constituent query.
  8. In the query, go to Tools > Query Options > Gift processing tab > set soft credit to Donor and click OK.
  9. Set the criteria tab: Set the criteria to constituent information > specific record one of [look up records A and B]
  10. Set the output tab: Add constituent information > name and Summary information > Summary For Gift > Consecutive Years Giving (no criteria in field needed)
  11. Click on Results tab. Record A will have a total of 5 and Record B will be 0.
  12. Return to Tools > Query Options > Gift processing tab > set soft credit to Both and use Full Amount to All. Click OK.
  13. Click Run Now in lower right to refresh results. Record A will still be 5. Record B would be expected to be 5, but it still says 0.
  14. Return to Tools > Query Options > Gift processing tab > set soft credit to Recipient and use Full Amount to All. Click OK.
  15. Click Run Now in lower right to refresh results. Record B would be expected to be 5 and Record A would be 0. However, the results are the same as in step 11.

 

Environment

 Raiser's Edge
 7.93

Was this article helpful?