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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

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  • $organization

    A lot of the time for me, if someone is in a list, but not in dashboard filtered on that list, it's because they don't have any data in that cube. Someone with no giving history won't show up in the Contributions Cube - that would include someone who only has giving through soft credits, since right now soft credits do not exist within the analytics cube.

    I have also noticed that lists don't always work as expected depending on the advanced relationship options selected in the list. Might be worth playing with to see if you get a better result!

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  • $organization

    A lot of the time for me, if someone is in a list, but not in dashboard filtered on that list, it's because they don't have any data in that cube. Someone with no giving history won't show up in the Contributions Cube - that would include someone who only has giving through soft credits, since right now soft credits do not exist within the analytics cube.

    I have also noticed that lists don't always work as expected depending on the advanced relationship options selected in the list. Might be worth playing with to see if you get a better result!

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