When projecting annual income I need the ability to see recurring gifts totaled for a one year period in a similar way as you see a pledge totaled.
Currently when looking at progress toward my goal I see a total annual for a pledge but only one month of a recurring, even if the recurring goes through my current fiscal year.
-
Brian Float
- May 2 2016
Related ideas
Recently found that there are already some "out of the box" reports for "next 12 months" etc -- and they DON'T include recurring gift amounts. How very sad, and counterintuitive. (Apparently they only include Pledges??)
Sorry, one more comment to expand on my previous: This "cumulative" field should let you sum up past OR future dates. I might also like to see the sum of a donor's past recurring gifts, or the sum of past and future, etc. And I might want to set a criterion on that field, such as:
"Show me all donors whose recurring gifts were greater than $500 during the last 2 years", or "Show me all donors whose recurring gifts between last year and this year will total >$500 by December 31st."
I would add: I'd like to see a "cumulative" field, which sums up future recurring gifts, and lets me set the date range. The date range should allow a relative, OR a static date value -- e.g. "for the next 12 months" or "for the next 2 years", or "through May 1", etc. That would allow me to automate reporting without having to constantly update the date (if I want it to stay relative).