Pulling a Transaction Count

Kelsey Emerick
Kelsey Emerick
Fifth Anniversary Kudos 1 Name Dropper Participant
in Blackbaud Financial Edge NXT® General Discussions

Does anyone have any ideas on how to pull a transaction count by project for a certain time period?

We use this as an allocation basis and our previous system had an easy report that we could pull to get this information. We are having a difficult time figuring out how to get the equivalent in FE.

Comments

  • Beckie Osterman
    Beckie Osterman
    Sixth Anniversary Kudos 2 Name Dropper Facilitator 1

    We typically pull a query and then export to Excel. From here you can use a formula to count your transactions.

    Hope this helps!

  • Thomas Swanson
    Thomas Swanson
    Fourth Anniversary Participant Facilitator 1 Blackbaud Certified

    I agree with Beckie. Run a query, export to Excel and create a pivot table. Pivot tables can filter on amounts or counts. Just keep adding transactions to the data tab in the spreadsheet each month.

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