Annual/Quarterly Reporting

Zachary Nordstrom

Hello!

Leadership has asked us to quantify all donations year-to-date within specific categories and ensure they align with what our Finance team reports for financial aid. One challenge we encounter is timing differences—Development records gifts when they are entered, while Finance recognizes them when the funds are deposited, which can occur later. This creates month-over-month and year-over-year variances when comparing reports.

I have spent considerable time analyzing these timing differences and developing a better understanding of where the discrepancies occur. I’m curious whether other organizations experience similar challenges and, if so, what best practices or processes you use to reconcile Development and Finance reporting more efficiently. Any insights or tips would be greatly appreciated as we work to streamline this process moving forward.

Crystal Bruce

Hey @Zachary Nordstrom you posted this in Blackbaud CRM Developer discussions. Can you tell me which product you are asking about and I can move it to that community? Thanks!

Zachary Nordstrom

Hey, @Crystal Bruce, sorry about that. I was referring to blackbaud raisers edge nxt.