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Fundraising tab totals do not match income

Follow these steps if a report on the total donations from a contact does not match the value on the Fundraising tab.

Written by Cristiana Ghinea

This issue typically comes down to the configuration settings around financial periods and Donor statistics.

Missing specific types of payments

If specific types of payments are missing from the fundraising totals:

  1. Click Finance, then Admin.

  2. Click Configure Donor Statistics and select Yes.

  3. Select any additional income types not being included in the fundraising totals.

  4. Click Select.

The system will recalculate the fundraising totals using the new types selected.


Entire year missing

If an entire year is missing from the totals:

  1. Click Finance, then Admin.

  2. Click Financial Period Configuration.

  3. Check the existing records to make sure the year is included.

  4. If not, click new and add the missing years.

  5. Click Finance, then Admin.

  6. Click Update Donor Statistics.

This will recalculate the fundraising totals, included any new added years.

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