Your Favorite monthly report

Kim Riener 2 · November 2018

HI all, please tell me your favorite report for reviewing the months gifts, and or reconciliation with finance? I tried out the Cash receipts Journal and liked it, but want to hear from others as to what you like and why?

thanks

Christine Cooke 2 · November 2018

There are multiple reports run monthly to look at the income from the month from different perspectives. The quick and dirty is the Fund Summary Report, Gift Detail and Summary is also used a lot. I also use a Gift Detail and Summary to reconcile with finance office. I run a series of reports and queries and that information gets dropped into three comprehensive spreadsheets that reflect the month YTD. Hope that helps