Summary Information total amount is incorrect when exporting split pledge amounts

The total gift amount will be calculated instead of the split amount for pledges if the 'Calculate gift balance based on date range, campaign, fund and appeal' check box is marked in Raiser's Edge reporting tools.

For example, a pledge that is $100 and is split between Fund A and Fund B ($50 to each) will display $100 if we setup the Summary Information field described above, and filter on gifts to Fund A. If we unmark the  'Calculate gift balance based on date range, campaign, fund and appeal' check box or remove the date range, the amount exported would be $50.

We have evaluated this issue as a bug and we 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.

We would certainly recommend adding this program suggestion to our Ideas Community page . Our developers check here first when building program enhancements to see what our users are most interested in seeing implemented.

Steps to Duplicate

1. Log into the Raiser's Edge.
2. Find or create a pledge record that is split between two or more funds.
3. Create a new constituent Export.
4. On the General tab select Include, One Record.
5. Find the constituent that has the split pledge.
6. Select Summary Information, Gifts, Total Gift amount on the output tab.
7. Select <Specific Range> in the date field, and enter a data range that includes the gift in question. 
8. Select a specific fund on the Filters tab (one of the splits on the gift record)
9. Mark the check boxes for  'Use gift balance instead of gift amount' and 'Calculate gift balance based on date range, campaign, fund and appeal' on the gift types tab


 Raiser's Edge

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