Financial Reports - how to run from last version
Hello,
I'm an accountant for Great Heart Academies.Our network recently integrated/updated Raiser's Edge with our Financial Edge program. Each month, I export in Raiser's Edge a financial report for Community Investment and Tax Credit activity. I use this information to compare to the revenue recorded in Financial Edge. Prior to the integration, there was a drop down menu under Reports-Financial Reports. I would then choose the version I needed.
I recently logged on after the integration and it looks very different and I can't find the path to retrieve these reports. Can you please assist?
Thank you,
Elvia Barbosa
Senior Academy Accountant
Great Hearts Academies
ebarbosa@greatheartsaz.org
I'm an accountant for Great Heart Academies.Our network recently integrated/updated Raiser's Edge with our Financial Edge program. Each month, I export in Raiser's Edge a financial report for Community Investment and Tax Credit activity. I use this information to compare to the revenue recorded in Financial Edge. Prior to the integration, there was a drop down menu under Reports-Financial Reports. I would then choose the version I needed.
I recently logged on after the integration and it looks very different and I can't find the path to retrieve these reports. Can you please assist?
Thank you,
Elvia Barbosa
Senior Academy Accountant
Great Hearts Academies
ebarbosa@greatheartsaz.org
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Comments
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It should be listed under Reports - Custom Reports.0
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