Enable filtering by Relationships in Insight Designer

I am working on creating metrics for specific fundraisers/solicitors. Recently discovered that by simply using the Donors metric in Report Builder, it does not actually count all gifts from constituents assigned to that fundraiser. It pulls based off of how many gift records have a solicitor linked to them. Not every gift gets that field filled in our system.

If I was able to pull a count of gifts based on Assigned Fundraiser, which is a Relationship type, it would have solved the problem but alas that is not an area that is enabled in Insight Designer.

  • Guest
  • Nov 22 2022
  • Attach files