I feel really dumb right now, but I cannot figure this out. It may be because it's Friday at 4:55 before a 4 day weekend, but not sure.
I am pulling a list of people who gave to several different campaigns, over a certain amount--not a problem. I want to see the total giving for those campaigns only--didn't think was a problem, except...
I can't figure out how to get the total giving for the HH if some gifts are under the individual. We actually make every record a HH and try to move all gifts to the HH, but not all are that way (still doing a lot of clean-up.) So for example: I have John Smith as part of Smith HH - John gave a gift for $50, the Smith HH gave a gift of $150. When I run for the Smith HH (which is how they need to be pulled and listed) it only shows $150, but when I pull for John (which was just for a test) it shows $200. How do I get the HH to show $200? I've tried every combination of criteria, output, output filters I can think of. HELP?! What am I missing?
Thank you,
Jennifer
We would be very interested in this also - we also have foundation records linked to individuals and a total giving picture (across whatever account they are linked to) would greatly help our analysis and giving campaigns.
This was also an issue at my previous employment which was also another Tessi org.
It would be be great to see this offered as out of the box functionality as I know a lot of orgs need the true total giving picture represented in this way.
it's so illogical to me that this isn't an out of the box function? I can't for the life of me figure out why adding HH to indivudal total giving is possible, but not the other way around? I really hope this is something they can make happen.