Modernized Fund Records - totals not available?

Joel Shoemake

Someone please correct me if I'm wrong, but it seems that, among all of the new features of the modernized fund records, we have lost the ability to easily see lifetime giving (received) and lifetime giving (committed). For my org, those numbers are the main reason we check a fund record.

It seems that the new fund records default to a filter of "this fiscal year," and there does not appear to be an "all-time" option, or an ability to not filter by date range. For that matter, I don't think that a committed amount is displayed as a number anywhere on any of the tabs. Am I missing something??

Here is the link to the training.

Dan Snyder

Joel, are you talking about filters like this? They should be on each individual fund record so if you are not seeing those options or can't change them maybe check your permissions?

Joel Shoemake

Hey, Dan. That looks more like the filter that's been available for years. The new ones look like this.

Alex Wong

@Joel Shoemake while I'm sure you are aware the option exists to specify any custom date range (from 1/1/1900 to today), I agreed that a "all time" option should be easily available.

The only place I think will get this through Blackbaud is via Idea Bank.

Joel Shoemake

Yes, I did see that, and it's helpful. That said, if I select a start date of before first donation to the fund and select a revenue type of Committed, the committed amount still never appears. The Progress to Goal tile only counts revenue, and interestingly, that tile IS a lifetime number - it doesn't change when you change the date filter. The only way to see a committed number is to set the date range to specific date range, revenue type of Committed, and look at the last dot on the Cumulative Revenue chart. I'd love to just have a lifetime committed number, either in the Progress to Goal tile or elsewhere.