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Fund Activity Report & Pledges

Phil Petch
$organization
As most of us are aware Fund Activity Report is the holy grail for all things donations reporting. This year, I am reporting donations activity based on contribution dates, not transaction dates as in years past. This is fine. EXCEPT that pledges negatively impact the accuracy of the report. This is because the Fund Activity Report recognises all of the instalment payments within the payment schedule that have been transacted to date attributing them to the overall contribution date of the pledge, not their individual transaction dates, which could be in separate months / quarters etc. Utilising both transaction date & contribution date when running this report would have further impact particularly based around EFT gifts where the transaction date and contribution date are very rarely one and the same. Has anyone encountered this problem, and how have you overcome it? Please note that I cannot extract and manipulate the Fund Activity Report in a program like excel to achieve my desired outcome - it's all about maintaining the report's integrity - and I cannot go back to utilising transaction date as the sole parameter for reporting donations activity, it must be contribution date - but pledges are making my work life very challenging at the moment. Thanks, Phil (also, I had this typed up in paragraphs, but upon posting the message board has clumped my query together in one hideous block of text. Sorry for having to navigate one hideous block of text).


[edited by: Phil Petch at 8:48 PM (GMT -6) on 31 Jan 2017]
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  • $organization
    Phil, Yeah, this is the really tricky part about the Fund Activity Report when it comes to pledge payments and the criteria you're using for reporting on dates. I've taken to use Contribution Start and End Date as my guiding criteria in running the report because that allows for us to report when we've had to backdate gifts at the end of the calendar or fiscal year, but again that doesn't solve anything with regard to the specific issue here. As I think through the options, it's hard to imagine anything preserving the single utility of the Fund Activity Report, unless somebody were to alter the underlying code for the report to pull the transaction date of a pledge payment (but even then it sounds like that wouldn't quite achieve your desired result here since you've switched over to contribution date). Sorry for the round-about chat here, but maybe the thought exercise will spur some SQL creativity in the community. Thank you, Brian (And yes, formatting is a mess on the forums right now; no matter how hard you try, line breaks aren't recognized unless you reply via email.)
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  • $organization
    Phil, Yeah, this is the really tricky part about the Fund Activity Report when it comes to pledge payments and the criteria you're using for reporting on dates. I've taken to use Contribution Start and End Date as my guiding criteria in running the report because that allows for us to report when we've had to backdate gifts at the end of the calendar or fiscal year, but again that doesn't solve anything with regard to the specific issue here. As I think through the options, it's hard to imagine anything preserving the single utility of the Fund Activity Report, unless somebody were to alter the underlying code for the report to pull the transaction date of a pledge payment (but even then it sounds like that wouldn't quite achieve your desired result here since you've switched over to contribution date). Sorry for the round-about chat here, but maybe the thought exercise will spur some SQL creativity in the community. Thank you, Brian (And yes, formatting is a mess on the forums right now; no matter how hard you try, line breaks aren't recognized unless you reply via email.)
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