The Reports Fiscal Year Sub-Menu

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The Reports Fiscal Year Sub-Menu

The Reports Fiscal Year sub-menu includes reports on the total donations per donor with a fiscal year, individual donations within a fiscal year, or other summaries of donations within the fiscal year. You can also design your own fiscal year-based reports in the Reports Custom Reports window.

 

Before creating any fiscal year reports, you need to set up the fiscal year start's month and day in the Maintenance Organization Info window.

 

If your fiscal year is the same as the calendar year, the reports in this sub-menu are not available, because they merely duplicate the features of other existing reports, on the Reports Donor sub-menu or the Reports Donation sub-menu. These reports are also not visible if you have set up Fiscal Year Data Entry and Receipting, and are in a working year that is a fiscal year, because in that case the regular reports are for fiscal years anyways.

 

Please see Fiscal Years in DONATION to fully understand how the program deals with calendar and fiscal years.

 

The following are the reports on the Fiscal Year sub-menu:

 

Donor Totals, Sort by NameLists all donors with their total donations for the current fiscal year, and their Donor Category 1 and 2 values. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report.

 

Donor Totals, Sort by AmountLists donors with donations during the current fiscal year, with their donation totals, and their Donor Category 1 and 2 values. Sorted descending by the total donation amount. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report.

 

Donor Totals,

   Sort by Member/Envelope #Lists donors with donations during the current fiscal year, with their member/envelope numbers and donation totals. Sorted by member/envelope number for donors with such a number, then by name for all other donors. A selection window is first displayed, showing you the fiscal year start and end date, and allowing you to optionally pick only one Donation Category to include in the report.

 

Donation Details, Sort by NameGives the details of all donations during the current fiscal year, sorted by donor name.

 

Donation Details, Sort by DateGives the details of all donations during the current fiscal year, sorted by donation date.

 

Summary by CategoryGives just a summary of all donations by their donation category, for the current fiscal year. This includes a count of the number of donations in each category, and the number of donors giving donations in each category. It also has a total at the bottom, labelled "Total Distinct Donors across all Categories", which is the total number of donors with donations (which is often different from the sum of the "# Donors" column that it appears underneath).

 

Summary by Paid ByLike Summary by Category above, but it is summarized by the value in the Cheque # / Paid By field for the donations, not by their Category. If a cheque number is entered into the Cheque # / Paid By field, either "Check" or "Cheque" will be used as the value to summarize on, depending on your location, as set in Maintenance -> Receipt Options.