Payment Type by Revenue Type

Ken Davidson

I'm new to Altru so this might be a report that already exists. I'm trying to find a report or an export that will enable me to allocate my credit card fees by revenue type. We have many different products, departments and locations and I'd like to match fees with the revenue earned by the department/location.

Is there a report that exists or can be created to provide this information?

Ken

Matt Connell

Hi Ken, I'm not sure if it will be exactly what you're looking for but I'd take a look at the Revenue by Payment Method report: https://webfiles.blackbaud.com/files/support/helpfiles/altru/help/content/rprevenuebypaymethod.html?TocPath=Overview%7CRevenue%20Reports%7CRevenue%20by%20Payment%20Method%20Report%7C_____0

Tamara Christensen

@Ken Davidson I use the Total Revenue and Payments Report. I run a detailed report for the period, then I download it as a csv. I delete extra lines and headers to turn it into a table, then I insert a pivot table which includes payment method and program name* in the rows and sum of amount in the values. I use this in conjunction with the BBMS report payment processing fees to get the correct data for my credit card deposit. This is a great report to download - very useful! - Tamara
(I'm not sure if this is the info that you are looking for, but if it is, please feel free to ask more questions!)