Hey folks,
We are looking to pull a report of constituents who's 'Received Amount' is $1,000 or greater for one of our campaigns. We're doing this through Analytics. We create a dashboard, then a widget, and filter that widget by '2022 Ocean Commotion'. We also filter by 'Received Amount' > $999. We pull in rows of Constituent ID, Constituent Display Name, and a value of 'Received Amount'.
The Grand Total comes to $339,574.25. That seems fine. Then we link this widget to the 'Constituents' Jump_to dashboard.
If we filter by Constituent ID descending, we see the largest ID is 1009814.
When I click the 'Grand Total' number, it brings up a list where the largest Constituent ID Is 1012204.
The jump_to list isn't pulling in all the filters- it's not filtering by the 'Received Amount'. The jump_to list is pulling in more constituents than the widget is. Why is this the case? I know that the widget -> list functionality doesn't respect custom formulas, but I thought that in the past it would pull in all filters on given widget. Is that not the case? I haven't found anything in the documentation that's helpful.We've had to pull the list into a CSV, then upload that as a list, then run that through an Extraction. Are all those steps necessary?
Hi Nathanael,
It sounds like this...
These filters weren't in the formulas- they were on the Dash or Widget level. Would that defect still apply?
If the filter was added from the Filters panel, searching for Received Amount, and setting that to >= 1000, then I would expect that to come through. If instead the filter was set from the Value, limiting the rows to constituents with an aggregate Total Received Amount to >= 1000, which will then appear on the Widget Filter panel, then no, that will not come through... so defect is not worded will to make that clear...
Samples below. Note the Row totals in the jump to and the dimmed background beneath it (e.g. "68 Total" rows in the first screenshot).
v15 Dashboard Filter
v15 Value Filter - filter did not transfer to jump to
v16 Dashboard Filter
v16 Value Filter
Interesting. It's my understanding that filtering on 'Received Amount' from the Filters panel limits things to transactions where the Received Amount was greater than $999, not for constituents where the total Received Amount was $1k. I wanted Constituents whose total Received Amount was >$999, not considering only considering gifts which were >$999, and then filtering by Constituent ID/Name. Filtering from the formula secures the former, filtering from the Filters bar seems to indicate the latter. Is that correct?Oh, I think I see what you were saying- the 'SUM(Received Amount)' IS a formula, technically, so it doesn't pull into lists. The 'Received Amount' is not technically a formula, so it does pull in (in v15). Is that right?
In this case, for what I need, I do need the formula version to properly secure data, so the widget -> CSV -> manual list is the only option when basing off Analytics.
Yes! Thank you for reframing that so well.