Confirmed gift reporting in TeamRaiser

Heather McDowell

 

 

I have a client who is struggling with an issue in running reports on confirmed gifts and would love to know how others handle this issue.



This client is currently managing the import of confirmed gifts to their offline database by running a weekly unconfirmed gifts report to find donations received. When they run the report and there happens to be an “unconfirmed” donation in the mix, it's removed until it’s been confirmed before entering it into our database.



The problem they are running into is that if that gift was “confirmed” in a different week than it was entered by the participant, it got missed by the report they are running. It's causing them to have to manually go through and try to figure out which donations were missed.



Is there an easier way to do this, without waiting until the end of the walk to enter all donations made through Convio?  Waiting simply isn’t an option from an accounting standpoint or a data entry because it’s all entered manually by their development team.



How do other TeamRaiser users manage their confirmed gift upload into the offline database?



Thanks!

 

Alan Bolds 4

At the time that aTeamRaiser gift is created, a unique Gift ID is assigned. That Gift ID is reportable. If there is concern that unconfirmed gifts are mixed with confirmed gifts, you can use the Gift ID to match unconfirmed with confirmed.