Total revenue in Appeal Profile report includes recurring gift and their payments

When running the Appeal Profile report, it adds the value of the Recurring Gift and the Payments, rather than just the Payments.
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. Go to Marketing and Communications > Add a new appeal called ‘Scotland’
  2. Create a new constituent
  3. Add a recurring gift of $10 
  4. Add a payment to that recurring gift of $10
  5. Go to ‘Analysis’ > ‘Appeal Reports’ > click on ‘Appeal profile’ > Search and select ‘Scotland’ appeal
  6. Tick all the boxes to include all then click ‘View report’ > Notice ‘Total revenue’ $20 NOTE: Only the payment should be in the total, but it has counted the Recurring gift as well.
 

Environment

 Blackbaud CRM
 4.0
 4.0
 Service Pack 4

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