Progress to Goal Section in Report Tab Question

Valerie Van Selous

Our organization is very interested in using the Progress to Goal report in RE. However, the value of the report appears to be diminished as we have many split gifts and the split gifts do not show up in the report. Has anyone noticed this? Are we missing a step?

Alex Wong

@Valerie Van Selous
specifically what report are you using? are you on RE NXT or just RE app (database view).

Valerie Van Selous

@Alex Wong Thanks for your question, Alex. I go between the two on a daily basis. Does it make a difference?

Alex Wong

@Valerie Van Selous
what report is available on RE web/db view varies greatly, so in order to answer your original post's question, will need to know what you mean by "Progress to Goal report in RE"

Valerie Van Selous

@Alex Wong It's a report available in the Reporting section in RE under the Fundraising Tab.

Alex Wong

@Valerie Van Selous
ok, it sounds like you are talking about RE NXT webview report.

if that's the case, then the report name you mentioned is not a report I see in my RE NXT instance, meaning it isn't a report that is included in RE NXT by default, so that means someone in your org built it. Do you know who built it? what is included/excluded is determined by its creator.