Fund Activity Report & Pledges

Hi Stacey,

My sincere apologies for the delayed response, work has been extremely busy.  I would be most appreciative of the opportunity to try the custom report you have referenced.  A colleague of mine has confirmed that we can access the Shared Reports TASK workspace, so if you can let me know when your report is uploaded I will have my colleague access etc.  Thank you for taking the time to respond to my enquiry, and offer your custom report. 

Kind Regards,

Phil

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacey Voigt
Sent: Tuesday, 7 February 2017 3:56 AM
To: Phil Petch
Subject: Re: [Tessitura Development Forum] Fund Activity Report & Pledges

Hi Phil, Here at SBCPA we have a custom version of this report that pulls all gifts, pledges, gift adjustments by contribution date; and pulls all pledge payments by payment date (transaction date). I see you don't have a DBA, but are you able to install reports from the Shared Reports TASK workspace? If so I would be happy to add it there for you and anyone else who might find it useful.

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).

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Hi Stacey,

My sincere apologies for the delayed response, work has been extremely busy.  I would be most appreciative of the opportunity to try the custom report you have referenced.  A colleague of mine has confirmed that we can access the Shared Reports TASK workspace, so if you can let me know when your report is uploaded I will have my colleague access etc.  Thank you for taking the time to respond to my enquiry, and offer your custom report. 

Kind Regards,

Phil

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Stacey Voigt
Sent: Tuesday, 7 February 2017 3:56 AM
To: Phil Petch
Subject: Re: [Tessitura Development Forum] Fund Activity Report & Pledges

Hi Phil, Here at SBCPA we have a custom version of this report that pulls all gifts, pledges, gift adjustments by contribution date; and pulls all pledge payments by payment date (transaction date). I see you don't have a DBA, but are you able to install reports from the Shared Reports TASK workspace? If so I would be happy to add it there for you and anyone else who might find it useful.

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).

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!