Reporting on Planned Gifts and Realized Revenue - How to inlcude/exclude to avoid double counting?

Carlene Johnson

I have Insight Designer and the Planned Giving module. I am creating a number of different dashboards in web view and some of the panels/insights relate to Planned Gifts.

Similar to Pledges and Pay-Cash I don't want to double count both “intentions” and realized revenue.

In some instances, I want to exclude any gift that is the realized revenue of the Planned Gift. In other instances I want to exclude any Planned Gifts that have realized revenue.

Is there a way to exclude either the realized revenue or the gifts which have realized revenue?

Joe Moretti

@Carlene Johnson I think first off you need to define how you do Planned Gifts (not realized) and Planned GIft (realized) in your system and it needs to be consistent across the board. That will be the first thing.

Carlene Johnson

@Joe Moretti
Hi Joe, we do have that established and in database view I have the ability to use a gift query to filter on my exports to give me what I need for reporting purposes. The issue I'm running into specifically related to reporting in web view.

I'm using all the functionality of the PG module as designed and then linking the cash gift to the planned gift as designed. Are you doing something different?

This thread gives a more detailed and articulate outline of what the issue is that I'm trying to resolve.

Joe Moretti

@Carlene Johnson I do find reporting in RE Web View problematic since it is not quite built out as is Database View, so I normally stay away from RE NXT, in fact I stay away from it it 90% of the time. The way you are doing it sounds right and once the Planned Gift is realized, the original changes to $0 and the the realized is a One-time Cash Gift, so I am not sure how the reports in RE NXT does it. Hence, why I for the most part, stay away from Web View Reporting. We do use the Gift Subtype for when Planned Gifts come in and that type is Realized Revenue. Also in our organization, we do not count Planned Gifts in any type of reporting. It is counted only when it is realized.