Revenue and Recognition custom filter not excluding Planned Gifts

From Constituent >> Revenue and Recognition >> Recognition Summary tab

The Recognition Summary tab in the Revenue and recognition view for constituents can show all recognition credits for a constituent, or users may include a revenue filter.  However, planned gifts appear in the summary even when they are excluded from a custom filter. This is especially apparent when creating a cumulative total for a defined time period.
You are not able to base the recognition summary filter off of the same revenue summary filter.  The reason is that the revenue summary includes all payments along with the balance of any existing commitments while the recognition summary includes recognition credits for all revenue (pledge amount not pledge balance) for which the constituent is recognized.

Environment

 2.9.1001.94

Was this article helpful?