The information under the Recognition Summary tab of a household record does not honor the recognition filters applied.

CRM users are able to manage reporting filters and create Revenue Filters and Recognition Filters that can be used under the Revenue Summary and Recognition Summary tabs of a constituent's record. Users may notice that the information under the Recognition Summary tab of a household record incorrectly counts pledge payments when the filters are set to only include recognition for pledge payments if the donor did not receive recognition for the pledge. 
We're currently evaluating this issue for a fix in a future patch or service pack.

Steps to Duplicate

  1. Log into CRM and navigate to the Revenue Functional area
  2.  Select Reporting Filters
  3. Under the Revenue Filters tab click new and add a new filter. Create a Revenue Filter that has all available options selected except Membership items.
  4. Select the Recognition Filters tab and click Add
  5. Add a new Recognition Filter based on the Revenue Filter created above
  6. Choose the option to "Include recognition for pledge payments only if the constituent did not receive recognition for the associated pledge". Select a few different recognition credit types.
  7. Navigate to a Household record 
  8. Select the Revenue tab.  Select the Recognition Summary tab, and apply the Recognition Filter above.
  9. Notice that pledges and pledge payments are still being counted despite the filter settings (total number of donations and total recognition amount are incorrect in the Household Summary window)

Environment

 Blackbaud CRM
 4.0

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