Incorrect packages included in Appeal Analysis Report

When running the Appeal Analysis Report, you can include package information in the format of the report. In the results, the report will display multiples of each package associated with the Appeal record.
Download and install the latest patch which contains all fixes from previous patches. If you are running an older version, download and install the latest version and then the patch.

Steps to Duplicate

  1. Create a new Appeal Analysis Report
  • Records to include: All
  • Include records with these Gift dates: This calendar year
  • Matching Gift options: MG Company
  • Soft credit option: Donor
  • Include these constituents: Inactive = Yes; Deceased = Yes; No valid address = Yes
  • Gift types to include for column 1: Cash, Stock/Property (Sold), Other
  • Gift types to include for column 2: Pledge; MG Pledge
  • Gift types to include for column 3: Recurring Gift Pay-Cash
  • Campaigns to include: All
  • Funds to include: All
  • Appeal to include: Selected appeal with package
  • Constituent Codes to include: All
  • On the Format tab, click Detail, and mark Include Package Information
  1. When previewing the report that includes gifts with the appeal selected and the package, the report will only consider the gifts in the first column to calculate towards where the package is regarding the goal set on the package record.

Environment

 7.93.5782.8 and higher

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