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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

    Definitely what Maery said.   Replacing individuals with HH or affiliations may be separating them from their triggering data.  Check if the data for a missing record is on the individual and not the HH by filtering by a single constituent ID.  By doing spot tests like that it makes it easier to debug.

    Also, of course, it'll take a night for your list to be pulled into Analytics 

Reply
  • $organization

    Definitely what Maery said.   Replacing individuals with HH or affiliations may be separating them from their triggering data.  Check if the data for a missing record is on the individual and not the HH by filtering by a single constituent ID.  By doing spot tests like that it makes it easier to debug.

    Also, of course, it'll take a night for your list to be pulled into Analytics 

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