Fund ID Column Needed in BBMS Report

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Sarah Hartman
Sarah Hartman
Ninth Anniversary First Comment Praiser Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion


Fund ID Column Needed in BBMS Report



With the canned report available in BBMS, there is not a Fund ID listed. As a result, it is extremely labor intensive to reconcile credit card gifts to their intended fund. Can you please add a Fund ID column to the canned report?





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  • David Springer
    David Springer Blackbaud Employee
    Tenth Anniversary 100 Comments 100 Likes Photogenic
    Hi Sarah! 



    As you mentioned, a gift's Fund isn't an option in BBMS reports. Currently, the Fund doesn't travel from RE to BBMS. This is an enhancement that could potentially be added to the integration, and it looks like it's already been added to our Ideas page. Our developers check there first when building program enhancements to see what our users are most interested in seeing implemented. The more votes an idea has, the more likely it will be implemented. 



    In the meantime, the best ways to reconcile using the available fields in the BBMS reports is to use Cardholder Name, Card Type, last 4 digits of the card number, and Gift Dates. The Gross Amount in BBMS will also normally match up with the Gift Amount in Raiser's Edge. 



    I hope this helps!
  • Sarah Hartman
    Sarah Hartman
    Ninth Anniversary First Comment Praiser Level 1
    David,



    Thank you for your response. Our organization is really hoping that the developers add the Fund ID column soon. The data is there, so it should be a simple programming fix.



    Unfortunately, we are not able to match up the Gross amount from the report and RE. Due to having large events, we have hundreds of registrations that come in at the exact same price. We also have several regular donations that come in during the same time period. So as you can see, it is very messy without having the Fund ID column in BBMS. We did have some help and figured out that the best way is to run a "one of" query and match up the authorization codes. This is still additional steps, but it will work for now. We are REALLY hoping Blackbaud adds the Fund ID column soon. Many people are needing this fix as well.

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