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Grand Totals on Contribution Screen?

Maureen Cotellese (Past Member)
$organization

Hello,

I've already submitted an enhancement request for this, but I'm interested in how you all explain the Grand total on the Contribution Tab totaling more money than what is actually donated when a contribution has the HH as the owner but an individual as the Initiator.

So for example, My household owns a $1000 donation and I am listed as the initiator of that money. The grand total will list $2000. 

Why I struggle is I'm part of a consortium that's constantly growing and when I do demos on the system, I stumble on how best to explain the reasoning behind this. Since I myself don't really understand. The order screen doesn't seem to do this so it's not clear to me why this is the case on the Contribution tab. 

Any thoughts or insight would be much appreciated!

Thank you,

-Maureen Cotellese

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  • $organization

    Hi Maureen,

    We basically ignore those totals too as we don't recognise (amongst other things) the ticket portion of an Elevated Event. So, we have a Flex Header element - the code is:

    Select cont_amt from
    (select sum(cont_amt) cont_amt from t_customer c
    join VS_CONTRIBUTION co on co.customer_no = c.customer_no
    join VS_FUND f on f.fund_no = co.fund_no and f.desig_code in (4,6,7,8,9,10)
    where c.customer_no = @customer_no group by c.customer_no) a

    We have marked all the Funds we DO recognise as true donations with a Designation Code so the snippet above only totals the total value of Gifts/Pledges for the Funds we want to report on. Note:

    • the snipped respects control group data (great for a consortium I'd have thought)
    • you could alter the code so that it references the T_CONTRIBUTION.recd_amt field to reflect the amount you've actually received from this constituent

    Hope this helps!

    Martin

Reply
  • $organization

    Hi Maureen,

    We basically ignore those totals too as we don't recognise (amongst other things) the ticket portion of an Elevated Event. So, we have a Flex Header element - the code is:

    Select cont_amt from
    (select sum(cont_amt) cont_amt from t_customer c
    join VS_CONTRIBUTION co on co.customer_no = c.customer_no
    join VS_FUND f on f.fund_no = co.fund_no and f.desig_code in (4,6,7,8,9,10)
    where c.customer_no = @customer_no group by c.customer_no) a

    We have marked all the Funds we DO recognise as true donations with a Designation Code so the snippet above only totals the total value of Gifts/Pledges for the Funds we want to report on. Note:

    • the snipped respects control group data (great for a consortium I'd have thought)
    • you could alter the code so that it references the T_CONTRIBUTION.recd_amt field to reflect the amount you've actually received from this constituent

    Hope this helps!

    Martin

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