When running a constituent query and including Summary Filters based on Total Number of Gifts and including three subsets of data, the results are inaccurate.
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
1. Login to RE 2. Open a new constituent query 3. On the Criteria Tab, setup the following Summary Filter:
Key Indicator = Individual AND Total Number of Gifts > 1 -(Gift Type one of Recurring Gift Pay-Cash -AND Gift Date between 1-01-17 & 12-31-17) -OR (Gift Type one of Cash, Pay-Cash, Stock/Property, Pay-Stock/Property, Other, Pay-Other, Planned Gift -AND Gift Subtype one of AMD/EFT (Electronic), Payroll Deduction -AND Gift Date between 1-01-17- & 12-31-17) -OR (Gift Type one of Cash, Pay-Cash, Stock/Property, Pay-Stock/Property, Other, Pay-Other, Planned Gift -AND Appeal ID one of MAMD1, MEFT1, MONONL, MFSPD, MRNPD -AND Gift Date between 1-01-17 & 12-31-17)
4. Click on Results and see that Kirk Swenson is not included in the query results 5. Open Kirk Sweson's constituent record and access the Gifts tab 6. Notice Kirk has numerous pay-cash gifts that fit into the filters above, but he is not listed in the query results.