Year End Reporting options

Kristin Polizzi

I justed started in my Development position in my current organization and I am looking for some feedback on year end reporting options in RE. What are some of your tricks or methods?


Thanks.


Kristin

Faith Murray

Depends on who the reports are for. We have about 30 pre-set reports we run for our auditors, and the best thing I can recommend is that once you have a report set up, try to use the same ones year by year for better comparison. Also, decide if you want to calculate revenue based on appeal cycle or fiscal year cycle, because these don't always correspond.


As far as particulars, make sure your reports are configured for either pledge payments or pledges, not both - when I first started, the previous Director has been counting both so it looked like our revenue was twice as much as it really was. Yuck. And, make sure that the box "calculate gift balance based on date range, campaign, fund, and appeal" is or is not checked based on whether you're wanting current stats-to-date or stats up to a given previous date.