In our Development team I need to be able to report on two different contribution income figures:
1. The amount of new contribution income secured in a given FY split by Fund, Designation and Campaign
2. The amount of contribution income recognised in accounts in a given FY (again, split by Fund, Designation and Campaign) regardless of when the gift/pledge was made
At the moment we can do the first from Tessitura (including on Analytics) by reporting based on contribution dates. However, we can't do the second because we currently don't record on Tessitura the date the income will be recognised in accounts. I think we should be able to start doing this if we start using restricted schedules on the contribution? However, I'm not clear if we could then run a report looking at contribution income that's been recognised in accounts for a given period?
Does anyone have a report that can do this? Also, any advice on how you process gifts with complex recognition schedules would be appreciated!