If a constituent has multiple constituent codes (either with dates that are valid as of the date range specified in the report, or no dates at all), and all constituent codes are included in the report, the primary constituency code is credited for the gift. If in the report we are filtering on only one of the constituent codes, this code will be credited for the gift. 

Example: 

Date range specified on General tab of the report: 1/1/10 to 12/31/10
John gave $100 on 2/1/10
John has two constituent codes on the Bio 2 tab of his record: 
  • Alumnus - no dates specified
  • Current Parent - no dates specified
If the report is run with no Constituent Code filters, the $100 gift will be counted under the primary constituent code, Alumnus. If the report is run to include Current Parent but exclude Alumnus in the Constituent Code filters, the $100 gift will be counted under the Current Parent constituent code. 


If a constituent has only one constituent code valid as of the date range of the report date range specified on the General tab and a gift was made during that date range, the constituent code with the valid date range is credited for the gift.

Example 1:

Date range specified on General tab of the report: 1/1/10 to 12/31/10
Bob gave $50 on 6/1/10
Bob has two constituency codes on the Bio 2 tab of his record:
  • Board Member - Date range from 7/1/09 to 6/30/10
  • Volunteer - Date range from 7/1/09 to 6/30/10
There are two constituency codes valid as of the date of the gift included in the report.  The $50 gift will be credited to Board Member because that is the first (primary) code valid as of the date of the gift.

Example 2:

Date range specified on General tab of the report: 1/1/10 to 12/31/10
Jane gave $50 on 6/1/10
Jane has two constituency codes on the Bio 2 tab of her record:
  • Board Member - Date range from 7/1/08 to 6/30/09
  • Volunteer - Date range from 7/1/09 to 6/30/10
There is one constituency code valid as of the date of the gift, Volunteer.  The $50 gift will be credited to Volunteer because that is the code that was valid as of the date range of the gift.


For additional information about how the Gift Detail and Summary report summarizes by Constituent Code, see:

What is the difference between 'Use constituency from constituent' and 'Use constituency from gift' on the Filters tab of a report or mailing? (BB365792)