Reporting Gift vs Non-gift

Lara Couture

Hello,


We've recently moved to RE and I'm struggling with some of the reporting. Previously, I had a monthly report that would report the tax deductible amount of the gifts received. How do you report the tax-deductible giving given the canned reports only use the gift amount and not the receipt amount in it's reporting? Is this just a higher ed issue?


I'm getting a bit desperate because I'm falling behind and can't figure out the solution.


Thanks,

Lara

JoAnn Strommen

No, Lara Couture‍, this issue affects anyone who has gifts with benefits and differing amounts in gift amount/receipt amount. 


Some of the reports like Financial Report > Cash Receipts Journal do have an option to include receipt amount on Format tab > Detail. But doesn't seem to be an option on all reports.


To get the data you want you may need to create a query or an output query from a canned report and take it to Export where you can pull the receipt amount.