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
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  • Kenny Wilson commented
    November 06, 2018 17:00

    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??)

  • Kenny Wilson commented
    October 29, 2017 22:02

    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."

  • Kenny Wilson commented
    October 29, 2017 21:59

    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).