Consecutive giving information on a Constituent record in the web view - Help!
Karen Stuhlfeier
Community All-Star
On the Giving tile on a constituent record you get this information: 8 years giving with 8 years consecutive. Am I correct in telling my office that we can't determine the criteria for this information and that it can't be exported out?
I understand how to run the consecutive years report in the database view and I know how to define the criteria for it. This calculation in the web view is not customizable, but it is very appealing to people in my office who want to use it. They want to be able to export it and merge it into letters and put it in reports. They can't understand why the number can be different from what I tell them. For instance - the web view means that they gave 8 years consecutively - it doesn't necessarily mean that for this current year they are a consecutive donor. I understand that this is an interesting metric to look at and maybe it's just intended for that - but try explaining that to others.
Help Blackbaud RENXT engineers - what can I tell them.
For everyone else - I do not need help with how to run and use the report in the database view - please read my entire post before answering. Thanks!
I understand how to run the consecutive years report in the database view and I know how to define the criteria for it. This calculation in the web view is not customizable, but it is very appealing to people in my office who want to use it. They want to be able to export it and merge it into letters and put it in reports. They can't understand why the number can be different from what I tell them. For instance - the web view means that they gave 8 years consecutively - it doesn't necessarily mean that for this current year they are a consecutive donor. I understand that this is an interesting metric to look at and maybe it's just intended for that - but try explaining that to others.
Help Blackbaud RENXT engineers - what can I tell them.
For everyone else - I do not need help with how to run and use the report in the database view - please read my entire post before answering. Thanks!
8
Comments
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Thank you for posting this! Following, as I have run into the same scenario.2
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I'm sorry to see that you posted this in February 2020 and didn't get any response. I'm interested in the same capability.0
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