Symptom:
Gift Amount and Balance Due columns in Campaign Hierarchy Team Details report display inflated totals
Cause:
Solicitor ID/Name have been included on pledge payments
Additional Information:
Use this report to provide details by team for solicitations that are being tracked using the Campaign Hierarchy feature, with one team per page. For each Team, the report prints a list of each solicitor with his/her assigned constituents and their Ask Amount, Gift Amount (if any*), and Balance Due. The total Ask Amount, Gift Amount, and Balance Due for each Team are also included.
*Any = applies to all transaction types
Important note: For a gift to be included in the committed total on this report, a Proposal card MUST have been created first. The gift is then matched to the Solicitor and Team indicated on the Proposal card.
