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Showing split gift amount in NXT list?

JoAnn Strommen

I'm wanting to create a list/report for development officer so that he can see gifts to a specific fund. I created list in NXT and it's showing correct # of donors/gifts but displays full gift amount, not the split amount to that fund. I do not see any options to just show split amount without opening the gift record. Is it there somewhere?

Constituents are not assigned to DO nor are the gifts credited to him as fundraiser. Only filter I can use is the fund.

I just want him to be able to see the gifts so I don't need to run reports for him as often from the db side. I know he can click on the gift and see the split but not sure he'll catch the split. May have to try it though.

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Comments

Larry Wheeler

We have a custom field called Split Gift, which can be set as a column on Gifts list. I cannot remember if we requested this field during conversion or if it was rolled out to everyone.

I should clarify — It still shows the full amount of the gift, but it shows the funds and a Split Gift column which displays Yes to prompt the DO to look for the split.

Alex Wong

The gift list's gift amount column is as you know it already, full gift amount.

Unless Blackbaud willing to change it, you will need to build a Insight for your DO, the gift amount column there is using the Split Amount for the fund instead of full gift amount.