Fund Description appears in (Pledge and Recurring Gift) Activity Report when User Options specifies to use Fund ID for Fund Names

In many reports in The Raiser's Edge, fund names can appear as either Fund ID or Fund Description based on the record name option set in User Options. However in the Activity Report, Fund Description appears when Fund ID is specified in User Options.

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 Solution
If Fund ID is needed instead of Fund Description, try other reports in the Pledge and Recurring Reports category, such as the Pledge Status Report or the Journal report or use the Raiser's Edge Export module.

Steps to Duplicate

  1. Log into the sample Raiser's Edge database.
  2. Go to Tools in top menu bar > select User Options > click on Records tab > highlight Funds on left list > select Fund Description in bottom right drop-down > click Apply > click OK.
  3. Then go to Reports > Pledge and Recurring Gift Reports > Activity Report > double click on that to start a new one > set Gift date to This Calendar Year > Click Preview > Minimize preview and report set-up.
  4. Return to Reports and then Pledge and Recurring Gift Reports > Not Paid Report > double click on that to start a new one > set Gift date to This Calendar Year > Click Preview > Minimize preview and report set-up.
  5. Bring up the Report previews and compare the Fund columns. Both reports will show Description in that column.
  6. X -out of report previews and close report set-ups.
  7. Return to Tools in top menu bar > select User Options > click on Records tab > highlight Funds on left list > select Fund ID in bottom right drop-down > click Apply > click OK.
  8. Then go to Reports > Pledge and Recurring Gift Reports > Activity Report > double click on that to start a new one > set Gift date to This Calendar Year > Click Preview > Minimize preview and report set-up.
  9. Return to Reports and then Pledge and Recurring Gift Reports > Not Paid Report > double click on that to start a new one > set Gift date to This Calendar Year > Click Preview > Minimize preview and report set-up.
  10. Bring up the Report previews and compare the Fund columns. The Not Paid Report will show Fund ID in the Fund column as set in User Options. However, the Activity Report will still show the Fund Description.

Environment

 Raiser's Edge
 7.95

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