Split gifts calculated incorrectly when using Summary Information fields in a constituent query

Users report that some filters used in a Constituent Query for the Summary Information fields may cause incorrect inflation of the value on the query results when split gifts are included. This has been reported when including Campaign, Fund, or Appeal filters but may occur with use of other fields.

We have evaluated this issue and have determined it will not be addressed in the program in its current state. In this case, we believe the risks and challenges outweigh the potential benefit of resolving this issue. 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.

Alternative Solution:
Best practice for accurate reporting results is to utilize Query as a grouping tool and navigate to one of Raiser's Edge reporting tool to output correct results and calculations. Consider the following options.

Steps to Duplicate

Using example of donor from Sample Data:
  1.     Go into Robert Hernandez and go to the gift tab > new gift
  2.     Make it a Cash gift
  3.     Gift date today's date
  4.     Gift amount $100
  5.     Go to the Split gift tab
  6.     Split between Campaign Y and Campaign Z  equally (use any two campaigns)
  7.     Add any two Funds
  8.     Save and Close
  9.     Go to Query > New Query > Constituent / Dynamic
  10.     In Criteria: Summary Information > Summary for Gift > Total Amount of gifts greater than or equal to $1.00 and on the filter tab > go to Gift date equals today AND Campaign ID does not equal X (any of the campaigns you did NOT select for the gift)
  11.     On the output tab, include Query Fields >  Total Amount of Gifts_1
  12.     Results show $200
It should only show $100 since the gift you just added was only $100 and it fits the criteria.
This will occur if you do the same thing with Fund ID and Appeal ID (or Description for any of them). It will also occur for the "Not one of operator" as well.


 Raiser's Edge
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