Add disbursements to Campaign Dashboards

I know this has been mentioned in the past and I'm resubmitting for renewed consideration.

Dashboards do not accurately reflect totals as disbursements cannot be included and payments are counted twice when a pledge is paid by a donor's company, DAF or any other entity. This makes the Dashboard entirely useless. The only other option is to manually decrease the pledge by the amount of the donation and then the historical references are lost on the donor's account. Soft credits only go so far!

Please reconsider fixing this issue. Make it possible to include disbursements in totals for reports and dashboards if desired.

  • Guest
  • Feb 25 2025
  • Attach files
      Drop here to upload