I'm working on pulling together some information for our annual audit. One of the pieces requested is what our CFO is referring to as an "Audit Report" -- effectively she wants to see every transaction that touched campaigns/funds and who in the system processed that transaction. I swear that there is a standard report that would give me this information, but I can't for the life of me remember what it is. Any thoughts/suggestions?
Hi Maery,
Try the New Contributions report. It should allow you to see all contributions in between a given date range. It doesn't necessarily tell you who processed the transaction, but it does tell you the Solicitor if you guys have been entering that information.
Other than that, I can't think of a canned report that tells you who processed the transaction, but if you have access to SSMS, you should be able to pull that information with a simple query by looking at the "created by" column for all contributions within a contribution date range.
Hope that helps somewhat.
David
Unfortunately, we weren't entering Solicitor consistently until fairly recently, so that might help in the future! SSMS is where I ended up.