Non Tribute Gift Reporting - Donor vs Donation reports
This defect or design issue was discovered in comparing our non-rolled-up donation report (#1660) which indicates that there is a tribute made by a particular user during a particular time period, while the rolled-up donor report (#1699), using the exact same fields, does not. The fields used are Tribute Name and Tribute Donation. With help from Support, we learned that this particular donation lands in the Non Notify Tribute field because the donor did not populate the Whom To Notify Field and/or did not select the mode of notification. The workaround given was to use the Non Notify field in our report but it is not available to select for donor reports; it is available for donation reports. The rolled-up report is greatly needed for our immediate and long-term purposes. But truly, reporting a tribute gift accurately in a yes/no format (as in "is this a tribute gift?") should not be tied to whether the donor wanted someone else to be notified or not. This design issue is a serious problem because the ability to rely on accurate reporting, and the ease of pulling that information, is key on so many levels, including donor relations and stewardship. Thank you for your help.
Michelle Hamil
shared this idea
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Michelle Schneider
commented
Agree whole-heartedly. We have the same problem. Thank you for for posting this.
We run two reports to get the the notify and non-notify information.