Pay Gift Types are included in Analyze Dashboards when filtering on Committed Revenue

The Analyze section in the NXT web view leverages Nonprofit Intelligence to provide specific metrics and dashboards.  These metrics and dashboards allow organization the ability to quickly review and track fundraising progress.  Users are also able to apply a variety of filters to the dashboards to allow users to target certain types of giving, including the option to review Revenue Committed and Revenue Received.

The Committed Revenue metric measures the total amount given through cash donations and pledges.  By definition, it will always exclude Matching Gift payments, Pledge Payments, and Recurring Gifts.  However, some users may notice that when they filter on Committed Revenue, the dashboards and gift lists include one or more of these excluded gift types.

 
We are currently evaluating this issue and will update this article when we have more information.  If you are experiencing this issue, please click Chat with Support and provide the following information:

Steps to Duplicate

  1. Log into RE NXT
  2. Click Fundraising > Analyze, and select the Overview tab
  3. Change the Revenue type to Committed
  4. Click the Gifts number to display the list
  5. Note the list includes gift types that should be excluded from committed revenue

Was this article helpful?