One of my coworkers is no longer with our organization, and I'm trying to figure out what standard report she used to generate the following information into an excel document.
Customer name
Transaction Type (Gift/Payment/Pledge Payment Received)
Transaction Amount
Fund
Payment Type
Fiscal Year
Gift Date w/Time Stamp
I'm basically just trying to see each patron's gifts for the current fiscal year and the method of payment used so that I can correct the channel on a number of gifts. (All gifts that have the "Dev on Account" payment type need to have their channel changed to "box office")