Individual Row of Two Chart Organizers Show different value

Joseph Galvin
Joseph Galvin
Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified
in Blackbaud Financial Edge NXT® General Discussions

Two chart organizers have the same row (net assets with filter to the same account code 30000). The other data in the charts are the same. The row in question, if the same statement of financial position is used, will show a much different value if one chart is chosen vs the other. Is this a system error? The values assigned, filters in the one row of the charts are the same. Is a row of a chart organizer altered based on other filters in other rows? Is there a better tool for F/E reporting? Validation was suggested, however, the row includes one account. Is there a professional level source that provides information why these values would be different? Thank you.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Joseph Galvin
    The net assets takes more as it's taking the roll up from the INcome Statement. If there is even a difference of 1 Income Statement account missing / duplicated etc, that can affect the roll up and change the net asset value on the Balance sheet and other reports that use VCO's. Here is the KB to use for this regardless if it's the vco or something else on the actual reports :

  • Joseph Galvin
    Joseph Galvin
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Kevin BrazellThank you. Is there an external reporting tool that can be connected to F/E? For dashboards, is there a way to have full creation and modification access? Similar to an Excel based add in tool? I am finding many missing pieces to reporting and the dashboard may be a solution if it can connect every peice of F/E to one dashboard.

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