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Giving Total Results Customization

Brandon Fuchs posted 8 Years Ago

In the Batch screen is there a way to customize the Total Results hiding giving amounts from previous years or breaking it out into different year views. Also can accounts be hidden from the Total Results Block.

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- Jim Michael replied 8 Years Ago
You can use the Filters (upper right of Batches grid) to filter out prior years (or any date range) along with other filters, but keep in mind this is filtering the batches so you could inadvertently hide a batch from view you didn't intend to. Note that these totals are indeed the BATCH totals you're looking at, and are not meant as a real "report"for overall giving. If you're looking for that, try Giving Analytics or filtering within the Transactions list (which has a similar Totals section at the bottom.)
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You can use the Filters (upper right of Batches grid) to filter out prior years (or any date range) along with other filters, but keep in mind this is filtering the batches so you could inadvertently hide a batch from view you didn't intend to. Note that these totals are indeed the BATCH totals you're looking at, and are not meant as a real "report"for overall giving. If you're looking for that, try Giving Analytics or filtering within the Transactions list (which has a similar Totals section at the bottom.)
You can use the Filters (upper right of Batches grid) to filter out prior years (or any date range) along with other filters, but keep in mind this is filtering the batches so you could inadvertently hide a batch from view you didn't intend to. Note that these totals are indeed the BATCH totals you're looking at, and are not meant as a real "report"for overall giving. If you're looking for that, try Giving Analytics or filtering within the Transactions list (which has a similar Totals section at the bottom.)
You can use the Filters (upper right of Batches grid) to filter out prior years (or any date range) along with other filters, but keep in mind this is filtering the batches so you could inadvertently hide a batch from view you didn't intend to. Note that these totals are indeed the BATCH totals you're looking at, and are not meant as a real "report"for overall giving. If you're looking for that, try Giving Analytics or filtering within the Transactions list (which has a similar Totals section at the bottom.)
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