Retention tab doesn't sort out donors LYBUNT donors by fiscal year in RENXT

When running a LYBUNT report, found under Analyze > Retention, the report doesn't filter out donors based on fiscal year if it's set differently than the Calendar year in the Raiser's Edge database.
There is a difference in the way that the LYBUNT report works vs. the Last Gift column in lists works. The LYBUNT report does not consider soft credits when determining if a constituent has donated this year. However, the Latest Gift column in the Constituent List does include soft credits. 

Steps to Duplicate

1) Open up RENXT
2) Click Fundraising > Analyze
3) Click on the Retention tab
4) Select The LYBUNT donors (under Year to date retention)
5) Create List
5) Sort donors by Latest Gift 

Environment

 Raiser's Edge

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.