Fund query summary field does not include MG pay-cash

A fund query in The Raiser's Edge contains multiple summary information fields. When using the Total Given summary field, however, its calculated total omits the matching gift pay-cash (MG pay-cash) gift type though it is specified in the field's criteria.
We have evaluated this issue as a potential defect and we have determined it will not be addressed in the software in its current state.  In this case, the risks and challenges outweigh the potential benefit of resolving this issue.

We wish we could address each and every issue that we come across, but there are occasions when addressing certain issues would add risk to causing a bigger problem or would put other prioritized initiatives at risk. 

We strive to select the most impactful changes and issues to address with each release to accelerate the rate at which we deliver new features while sustaining the highest level of quality for our customers.

Steps to Duplicate

  1. Go to Query and start a new dynamic Fund query
  2. Click on the Output tab
  3. Select Fund Information > Description
  4. Select Summary for Fund > Total Given
  5. In the fund set-up, select Gift type equals MG pay-cash
  6. Click OK
  7. Click Run Now in the lower right (Totals will be $0)

To confirm presence of MG pay-cash gifts:
  1. Go to Query and start a new dynamic Gift query
  2. On the Criteria tab, select Gift information > Gift type equals MG Pay-Cash
  3. Click OK.
  4. On the Output tab, select the following fields:
    • Gift information > Gift Type
    • Gift Information > Gift Amount
    • Funds > Fund Description
  5. On the Sort tab, select Query Fields > Fund Description
  6. Click Run Now to view results to verify presence of MG Pay-Cash gifts



 

 

Environment

 Raiser's Edge
 7.94
 7.91, 7.92, 7.93

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