Add reporting options for recurring gifts similar to pledge reporting options

We need a way to include recurring gifts scheduled to process in a given time frame to be included in reports such as the Alumni Class Analysis. We use this report extensively for solicitors to know who in their class has given/pledged and calculate their class participation percentage. Their solicitors need to know not to solicit those who already have a recurring gift scheduled, in addition to those who have made cash gifts or pledges. If, like pledges, there was a checkbox option for Recurring Gifts "use gift balance instead of amount" and "calculate gift based on date range, campaign, fund, and appeal" we could get a more complete picture of alumni class participation.

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  • Oct 24 2017
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