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Fund Activity Report & Pledges
Phil Petch
$organization
over 9 years ago
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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Megan Hall
$organization
over 9 years ago
I highly recommend that your DBA makes a custom copy of that report and adds contribution date as a new column (along w/ any other contribution fields you would find helpful that the stock report doesn't include). It's been very helpful. But, if your reporting needs to all be on contribution dates, you may be best suited with a new report that simply runs on contribution dates in the parameters. I have a custom one here that does that, reporting one row per contribution, and the report includes a column for the majority of contribution fields. Megan Hall Seattle Symphony
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Phil Petch
$organization
over 9 years ago
in reply to
Megan Hall
Hi Megan, Unfortunately I don't have a DBA so I can't undertake any customisation without paying for it - and I simply have no budget - so I need to make do with the stock functionalities and reports. I'd love to see a version of your custom one if you were willing to share, just to see what's displayed. Thanks for your reply. Cheers, Phil
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Phil Petch
$organization
over 9 years ago
in reply to
Megan Hall
Hi Megan, Unfortunately I don't have a DBA so I can't undertake any customisation without paying for it - and I simply have no budget - so I need to make do with the stock functionalities and reports. I'd love to see a version of your custom one if you were willing to share, just to see what's displayed. Thanks for your reply. Cheers, Phil
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