When comparing the Web View to the Database View, it's important to ensure that reports in each view are set "apples to apples." Review the following to ensure that settings are the same to help reports align:

1. Ensure that data has refreshed from the Database View to the Web View. (Note: Different areas of the Web View have different refresh rates. For example, a gift just entered in the Database View and seen on a Web View constituent record may not have refreshed for Web View Analyze use yet.)

2. In the Database View, review the report's settings with the Web View's Analyze Overview settings:

On the General tab:
  • Remove any query being used and set to all records (as the NXT Web View Analyze looks at the entire database).
  • Ensure dates entered on the General tab match what is entered in Analyze > Overview. (Note: Use specific dates for accuracy to keep "apples to apples.")
  • Mark all the includes (deceased, no valid address, inactive) on the General tab.
  • Set soft credit to Donor and matching gift to Company on the General tab.
On the Filters tab:
  • Ensure that any selected Funds, Appeals, and/or Campaigns match settings in the report. (Note: If using Category values in the Web View, use Query Filters).
On the Gift types tab:
  • Ensure that selected gift types in the report match the selected Revenue Type in the Web View. Review the settings under Control Panel > Settings for the types and note any additional gift types selected.
  • If using Committed revenue type in the Web View, review gift types in the Database View report so they match the Web View:
    • Ensure any additional gift types for Committed revenue are added to the report as specified in the Web View Control Panel (Gift-in-kind, Other, Recurring gift pay-cash, MG Pledge, Planned Gift, Stock/Property, Stock/Property (Sold)).
    • Remove any pledge Pay-Cash types and Recurring Gift.
    • Unmark Use gift balance instead of gift amount.
    • If using Stock/Property (sold) type, Mark both Use sale amount for sold stock/property and Subtract broker fee from sold stock/property.
  • If using Received revenue type in the Web View, review gift types in the Database View report so they match the Web View:
  • Ensure any additional gift types for Received revenue are added to the report as specified in the Web View Control Panel (Gift-in-kind, Other, Stock/Property, Stock/Property (Sold)).
  • Remove Pledge, MG Pledge, Planned Gift, and Recurring Gift.
  • If using Stock/Property (sold) type, Mark both Use sale amount for sold stock/property and Subtract broker fee from sold stock/property.

On the Attributes tab:
  • Ensure no filters are set here. The Web View does not filter on these fields in Analyze.

On the Ind Address Tab and Org Address tab:
  • If present, review the final step regarding if no address is found. Ensure it's set to Print with no address.

3. Compare gifts between the Database View report and Web View Analyze > Overview:
  • In the Web View at Fundraising > Analyze > Overview, click on the Revenue figure.
  • A list of gifts will fly in from the right. Click Create List in the upper right.
  • In Gifts Lists, select Save as > In database view as a static query.
  • Enter a name for the Gift static query. (Tip: Add "Web View" to the name.)
  • Click OK.
  • Return to Database View report.
  • On the General tab, mark the option to create an Output query. Set Gift as the type.
  • Preview the report. When prompted, name and save the Gift static query. (Tip: Add "Database View" to the name.)
  • Close the report preview.
  • Still in the Database View, go to Query.
  • Locate and open the created queries to review them. (Note: Web View List queries are in the category/folder RE NXT Lists)
  • Some things to check:
    • Click on Results in each query to compare the record counts. (Note: Don't add Output fields yet.)
    • If counts are different, then merge the queries using the SUB operator. to find gifts appearing in one view and not the other. To find gifts that the Web View may not be seeing from the Database View not in the Web View, set Primary query to the Database View one and Secondary to the Web View one.
    • Add output fields to the resulting query from the merge to review details.


4. Try running the reports the Database View and Web View using different settings:
  • If running for multiple years, try running year by year. (For example, if the report is set for 1/1/2015 to 12/31/2017, try running the report for the periods of 1/1/2015 to 12/31/2015, 1/1/2016 to 12/31/2016, and 1/1/2017 to 12/31/2017.)
  • Narrow the report filters to specific funds, appeals, and/or campaigns.

5. If after reviewing these the amounts still don't match, click Chat with Support, reference this article, and provide the following information so we can assist you:   
  • Screenshots of the Analyze > Overview report settings.
  • Screenshots of the Database View report setup.
  • Screenshots of any Query filters used in the Database View report.