Hi all,
Has anyone built out an Analytics version of the Fund Activity Report? One of my colleagues wants to be able to see the total received amount and total number of transactions both by fund and by constituent type for a given posting date range. In trying to recreate the Fund Activity Report in Analytics, I can't seem to get the numbers to match up. Any idea what might be causing this? I've already added a transaction type filter to match the transaction types included in the Fund Activity Report, but the numbers I'm getting in Analytics are about $6k and 60 transactions less than when I run the Fund Activity Report. Are there other filters I'm missing? Thanks!
Leslie, are you already accounting for the fact that gifts posted today will show up in the Fund Activity Report right away, but won't show up in Analytics until tomorrow?
Yes, I'm only looking at posting dates from July 1 through November 30, so that shouldn't be the issue, unless I'm misunderstanding when things load into Analytics. I should mention that I'm using count unique transaction IDs, though, so perhaps that's the transaction count issue? Is there maybe a better way to mimic the transaction count of the Fund Activity Report?
You could try count unique Sequence ID - Each Transaction ID can have multiple rows associated with it that have unique sequence_no's, that might be it!
Thanks for the idea! I tried it, but it gave me a count of about 10,000, when the Fund Activity Report gives a count of about 1,200, so I don't think that's quite it. Definitely good to know about the sequence ID, though!
Oops, forgot to add the date filter--that explains the 10,000! Adding the date filter gets me closer but still not quite right.