Custom report needed for finance department - does anyone know how to do this?

angel.santosburres

Custom reports - we have five regional offices and each of them is responsible for fundraising for the organization. Each region has a fundraising goal they are trying to reach. We have setup our TeamRaiser this year (www.readfortherecord.org/bookdrive) to include a company affiliation (we renamed it Jumpstart affiliation) and added a company for each of our regions and our national office.

In order to report on this to finance, finance needs to know for each transaction: Name, Date, Amount, Credit Card Type and which region to associate the money with. I have checked all of the canned reports and also tried to create several custom reports and none of them allow us to bring in the TeamRaiser company information as the way of giving our finance department the regional info.

In addition, we need a single report for finance for all transactions - not just the ones coming in via TeamRaiser (also TeamRaiser reports financial transactions in four different columns - Gift Amount, Additional Gift Amount, Fees Paid Amount, and Donation Amount. Our finance department wants only one number - the total amount of the transaction). We need one report for all donation forms, TeamRaiser, etc. Is there anything that can do that?

Adrian Cotter

Hey Angel,

You'd probably have to do this through a combination of report writer and excel.

What did you try in report writer exactly? It seems you could do most through an interaction detail report, but I'm not sure if company affiliation would show up there.

Or the Teamraiser reports "Performance by company by report?" (we don't use teamraiser so not too familiar with how it works)

Adrian

Jamie Wagner

I just attended the Admin Training for Report Writer and was surprised to learn that these currently apply only to email, personal events, team raiser and interactions. I also need to create a custom report for our receipting data entry staff, so they see only the few columns they need, and don't pull numbers from the wrong columns. The Convio trainer said these will be expanded, but suggested playing around w/ interactions to see if I can get what I need.