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Lists in Analytics not showing all constituents

Jenni Daniel
$organization

Hi everyone! 

I've created a couple of lists that I'm trying to use to create dashboards to share with our deputy director. She wants to see two things:

  1. A list of all of our board members from 2018 to present with their giving by year, 2018 to present. To do this, I first created a list with board members (replacing individuals with households and also adding affiliated groups to capture their foundation giving, etc.). I then used the list as a filter for a pivot table widget (Rows: Constituent Display Name; Values: Total Received Amt; Columns: Cont Date Calendar Yr). 
  2. A list of donors who have made gifts of $10K+ this year. I also made a pivot table with this list as a filter (Rows: Constituent ID and Constituent Display Name; Values: Total Contribution Amt; Columns: Cont Date Calendar Month). 

I'm not seeing my full list of constituents in either widget. Any ideas why someone would show up in my results in List Manager but not in an Analytics dashboard?

Thanks!

Jenni Daniel
Director of Development
New Orleans Museum of Art

Parents
  • $organization

    Hi Jenni, 

    I would check two things. Are your list filters on the dashboard level, or the widget level? If they are on your dashboard then perhaps one of your widgets has the apply dashboard filters feature on. 

    If that's not it I would consider if you had added/updated any of the constituencies today that because your analytics data hasn't updated to capture those changes you may not be seeing them. If neither of those things are true maybe if appropriate attach some screenshots so I could get a closer look.

    Good luck!

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  • $organization

    Hi Jenni, 

    I would check two things. Are your list filters on the dashboard level, or the widget level? If they are on your dashboard then perhaps one of your widgets has the apply dashboard filters feature on. 

    If that's not it I would consider if you had added/updated any of the constituencies today that because your analytics data hasn't updated to capture those changes you may not be seeing them. If neither of those things are true maybe if appropriate attach some screenshots so I could get a closer look.

    Good luck!

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