Number of gift fields in Fundraising Hierarchy Progress report not including refunds

The Number of gift fields in Fundraising Hierarchy Progress report not including refunds. when I look at the Hierarchy report the numbers are off from what is expected. 
We are currently evaluating this issue and will update this article when we have more information. In the meantime, follow these steps:
Start your query:
  1. Navigate to Analysis
  2. Click Information library
  3. Click add an Ad-hoc query
  4. Select revenue
Add fields to Include records where:
 
  1. From the left-hand side of query select application details,  from the middle select designation system record Is and move to include records where and set equal to your fund
  2. From the middle column select application and move it to include records where and set it to "is one of"  Donation and recurring gift.
  3. From the left-hand side of query select revenue, from the middle select date and move it to include records where and set it equal to the time frame you are looking at.
  4. From the middle select transaction type and move it to include records where and set it to "is one of" payment and order.
  5. From the left-hand side of query select sales order, from  the middle select refund status text and move to include records where and set to "is not one of" and type in "Partially Refunded" and "Fully Refunded 
Add fields to Results fields to display:
  1. To see the constituents name- from the left-hand side of query select constituent and from the middle column select name and move it to results fields to display.
  2. To see the amount- From the left hand side of query select application detail and from the middle select about an move it to results fields to display,
  3. To see the date- From the left-hand side of query select revenue and from the middle select and more it to results fields to display. 

Steps to Duplicate

  1. Navigate to Fundraising
  2. Underneath Reports click on Fundraising Hierarchy Progress report
  3. Next, to Name, enter the name of the designation and click to select
  4. Next, to Goal, click drop down and select the goal
  5.  Click View Report
  6. Note that the Number of Gifts is off by the number of refunds

Was this article helpful?