This is my first posting, I am told the most glowing things about the Tessi User Community.
Has anyone created a Tessi version of the RE report Gift Detail and Summary? My accounting department, much like all, is going into audit season, and they are concerned. This report would make them smile.
Thanks so, so much,
Doug Van Beek
dougv@childrenstheatre.org Children's Theatre Company, Minneapolis, MN
Have your Finance folks looked at the Tessitura Standard … the Fund Activity Report in the Finance Folder?
I know from experience it has won the hearts and minds of many Finance people in the past. It has an excellent set of parameters to choose from and you have the option to show the constituents that gave the gifts.
And yes … it is my favourite of mine.
Cheers
Sandra
From: Tessitura Shared Reports Forum [mailto:forums-shared.reports@tessituranetwork.com] On Behalf Of Doug Van Beek Sent: Thursday, 26 June 2014 4:20 AM To: Sandra Ashby Subject: [Tessitura Shared Reports Forum] Has anyone created a report similar to the RE report Gift Detail and Summary
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Yes they have looked at a number of the standard reports, and in the future, it seems that that report will be GLORIOUS. But, this year we have a HUGE number of adjustments, due to a challenging migration.
The standard reports seem to be showing adjustments without the original transaction, so the totals are off, if that makes sense.
Any thoughts?