Duplicate Gifts from One Donor
-
- Posts: 4
- Joined: Thu Feb 04, 2010 9:09 am
- Type the middle number, please (202): 202
Duplicate Gifts from One Donor
I get a bug on Monthly Giving Reports, when a donor has donated multiple gifts within one month. Only one of the gifts is shown and the month total for all donors is incorrect. When I run a report with a Trailing 12 Month Analysis, multiple gifts by one donor in Trailing months are added together correctly, but incorrectly for the selected month.
- RandyWBT
- Posts: 16
- Joined: Fri Jul 21, 2006 9:16 pm
- Type the middle number, please (202): 302
- Location: TX
- Contact:
Re: Duplicate Gifts from One Donor
I am using the WBT CSV import filter.
When I have donors with multiple gifts in one month for different dates, only the first one shows in DM 6.
When it is the same date, all entries appear. In other words,
FOR IMPORTED GIFTS
Donor 1 01-11-10 $100.00 Cash
Donor 1 01-18-10 $200.00 Cash
Donor 2 01-11-10 $100.00 Cash
Donor 2 01-11-10 $200.00 Cash
Under Gifts
-Giving Review ........for January 2010 yields
Donor 1 $100.00
Donor 2 $300.00
Under Support Development
-Monthly Giving Totals........for January 2010 -AND-
-Annual Giving Totals.........for 2010
processing same date gifts OK and selecting only the first gift for different date gifts.
NOTE: I have tested variations of giftdate giftamount subtype giftcomments. The problem is solely related to different gift dates. Using
Same giftdate AND Different or Same giftamount, subtype, or giftcomment process fine.
Different giftdate AND Different or Same giftamount, subtype, or giftcomment process only the first gift listed in the imported file.
Hope this helps narrow down the solution.
When I have donors with multiple gifts in one month for different dates, only the first one shows in DM 6.
When it is the same date, all entries appear. In other words,
FOR IMPORTED GIFTS
Donor 1 01-11-10 $100.00 Cash
Donor 1 01-18-10 $200.00 Cash
Donor 2 01-11-10 $100.00 Cash
Donor 2 01-11-10 $200.00 Cash
Under Gifts
-Giving Review ........for January 2010 yields
Donor 1 $100.00
Donor 2 $300.00
Under Support Development
-Monthly Giving Totals........for January 2010 -AND-
-Annual Giving Totals.........for 2010
processing same date gifts OK and selecting only the first gift for different date gifts.
NOTE: I have tested variations of giftdate giftamount subtype giftcomments. The problem is solely related to different gift dates. Using
Same giftdate AND Different or Same giftamount, subtype, or giftcomment process fine.
Different giftdate AND Different or Same giftamount, subtype, or giftcomment process only the first gift listed in the imported file.
Hope this helps narrow down the solution.
Randy
Re: Duplicate Gifts from One Donor
I am using the gift csv Gift import DM6. When I have two gifts for the same donor, same amount, and same date, the system records only one gift. Therefore, the total gifting amount is in error.
-
- Site Admin
- Posts: 737
- Joined: Sat May 29, 2004 1:28 pm
- Type the middle number, please (202): 202
- Location: Kampala, Uganda
- Contact:
Re: Duplicate Gifts from One Donor
Which organization gift importer are you using?
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation