Report Roundup: Cash Receipts Journal
Not everyone has a Fenton Crackshell to keep track of their income, which is why The Raiser's Edge has reports like the Cash Receipts Journal, which is used to report on cash and stock/property gifts for a particular date range you specify. Like a lot of reports in The Raiser's Edge, this report can be run in both detail and summary. Both report types include grand totals.
The detail report lists details for each gift. In addition to the columns shown below, you can also add an optional column on the Format tab.
The summary report summarizes totals for each gift type by campaign, fund, appeal, and/or constituent code, depending on the Detail options you select on the Format tab. The report also includes number of gifts and amount subtotals based on the summary field.
To run the report:
- Open Reports, Financial Reports
- Select the Cash Receipts Journal
- On the General tab:
- Select a date range
- In the report type menu, select Detail, Summary, or Both
- On the Format tab:
- If you are running the report in Summary or Both, select the field to Summarize by under Detail
- Under Optional Columns, select an additional column to include
- Click Preview
You can also read about this report in Knowledgebase solution BB79821.
The answer to the Brain Buster in this month's edition of The User's Edge is holes. If Robert adds holes to the barrel, the water will seep out and it will become lighter.