Reporting Gift vs Non-gift

Lara Couture
Lara Couture
Ninth Anniversary Kudos 1 Name Dropper Participant
in Raiser's Edge NXT Discussions
Hello,


We've recently moved to RE and I'm struggling with some of the reporting. Previously, I had a monthly report that would report the tax deductible amount of the gifts received. How do you report the tax-deductible giving given the canned reports only use the gift amount and not the receipt amount in it's reporting? Is this just a higher ed issue?


I'm getting a bit desperate because I'm falling behind and can't figure out the solution.


Thanks,

Lara
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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 July 2026 Monthly Challenge bbcon Sessions March 2026 Challenge: Answered Questions
    No, Lara Couture‍, this issue affects anyone who has gifts with benefits and differing amounts in gift amount/receipt amount. 


    Some of the reports like Financial Report > Cash Receipts Journal do have an option to include receipt amount on Format tab > Detail. But doesn't seem to be an option on all reports.


    To get the data you want you may need to create a query or an output query from a canned report and take it to Export where you can pull the receipt amount.

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