Report Discrepancies

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I just ran two reports for April for our finance department.  I ran the Campaign Summary report under Fundraising>>Donation Management>>Reports and I ran the Transaction Report under Data Management>>Reports>>Reports Classic>>Transactions.  The results were dramatically different, particularly for TeamRaiser events.  The Transaction Report figures were higher.

I know there's a lot of reassigning of soft credits in TR but almost always within the same event (e.g., crediting specific participant rather than team).  Any thoughts on why the difference?

Thanks,

Walter

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  • What exactly do you mean by "Campaign Summary" report?  There's no such report type in Donation Reports, though there is something called Donations by Campaign.

    All Donation Reports will be more accurate than any other reports - especially Reports Classic reports.  Donation Reports pull donations to a specific page/campaign, while all other reports pull all other sorts of nonsense and over-report income.  This is also a problem if you use Report Writer to try to report income by email - even if an email links to only one donation page, because of the way tracking works, Report Writer will attribute donations made to pages that your email didn't link to, thus inflating reported income.

  • MichaelAmoruso :

    What exactly do you mean by "Campaign Summary" report?  There's no such report type in Donation Reports, though there is something called Donations by Campaign.

    All Donation Reports will be more accurate than any other reports - especially Reports Classic reports.  Donation Reports pull donations to a specific page/campaign, while all other reports pull all other sorts of nonsense and over-report income.  This is also a problem if you use Report Writer to try to report income by email - even if an email links to only one donation page, because of the way tracking works, Report Writer will attribute donations made to pages that your email didn't link to, thus inflating reported income.

    It will also depend on how you've set up your donation form campaigns.  Some of the forms that you think might be in one campaign could actually be in a different one - for instance, your Team Raiser event donation pages could be in a donation campaign labeled "General Fund" instead of something with the event name, especially if you have multiple forms.

    Also, do you have registration fees for your events?  Those will come across in a Transaction Report, but not a Donations by Campaign report.

    *Important note: additional donations at the time of registration will come across as a registration fee/donation that does NOT display in any Fundraising-->Donation Management reports I've found.  The only show up in the Data Management-->Reports-->Transaction Reports-->Transaction Report.  If you have any registration fees or have selected the option to ask for an additional donation at registration, that may well be why your Transaction Report has higher results.

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