Reporting on Contribution Date vs. Post Date

I have been in an ongoing back and forth with our Finance department over reporting on contribution date vs. post date. In Fundraising we typically do all of our reporting on contribution date. But Finance wants a monthly report based on postdate. With our adjustments this creates a lot of discrepancies between reporting. Does anyone have any recommendations for reporting or how to bridge this gap? Particularly if you have a report in Analytics? I was having trouble finding a way of reporting on postdate in Analytics.

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  • Post Date should exist in the Finance Cube in Analytics,  as well as contribution date, transaction date, and batch date.

    This is something we struggle with too, especially still having conversion data needing to be pulled into development reports (we can only pull these based on contribution date since they weren't "posted" in Tessitura).

    Posting date is great because it can really isolate all activity within the date range.  Using contribution date, it will pull in any data related to that contribution.

    I wish I had a better answer or solution, but this might always be one of those departmental divides based on how people want/need to see the information (at least at my organization)

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  • Post Date should exist in the Finance Cube in Analytics,  as well as contribution date, transaction date, and batch date.

    This is something we struggle with too, especially still having conversion data needing to be pulled into development reports (we can only pull these based on contribution date since they weren't "posted" in Tessitura).

    Posting date is great because it can really isolate all activity within the date range.  Using contribution date, it will pull in any data related to that contribution.

    I wish I had a better answer or solution, but this might always be one of those departmental divides based on how people want/need to see the information (at least at my organization)

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