We have a new development director who asked for some stats on the last five fiscal years. Because of the way that we handle pledges, the amounts aren't matching our reports (we filter by transaction date, not contribution date). I made a copy of the dashboard and moved it from the contributions cube to the finance cube so I could, hopefully, filter by transaction date rather than contribution date. However, no matter where I try to add the filter for transaction date (in filters or in a filtered value), I'm not getting a complete list of years. It is only going back to FY2021 and we've been on Tessitura since FY19. Has anyone used transaction date as a filter for contributions and had it work?
Thanks!Anne
I just answered my own question -- it was a defaults setting that was only going back 2 years.