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What are the top 5 reports your Foundation runs using RE-7

Last post 10-22-2009 12:09 PM by Amy Golden. 2 replies.
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  • 10-21-2009 3:04 PM

    • Amy Golden
    • Not Ranked
    • Posts 2
    • Organization: Athens Limestone Hospital Foundation

    What are the top 5 reports your Foundation runs using RE-7

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    What are the top 5 reports your Foundation runs using RE-7

  • 10-21-2009 4:15 PM In reply to

    Re: What are the top 5 reports your Foundation runs using RE-7

    Reply Contact

    You didn't give a context as to what area of the organization - but I'll give you the top five run on a daily - weekly basis 

    Financial Reports: Gift Detail & Summary

    Financial Reports: Gift Entry Validation (daily)

    Financial Reports: Cash Receipts Journal (daily)

    Pledge & Recurring Gift Reports: Pledge Status Report (daily)

    Demographic & Statistical Reports: Comparisons & Summaries

    Laurel Quaintance
    Manager, Fund Development Services

  • 10-22-2009 12:09 PM In reply to

    • Amy Golden
    • Not Ranked
    • Posts 2
    • Organization: Athens Limestone Hospital Foundation

    Re: What are the top 5 reports your Foundation runs using RE-7

    Reply Contact

    Thank you!

    We are 101 bed acute care facility. Gift entry is done on a monthly basis as the financial data is passed along to the hospital's financial department and worked in with hospital's financial work load. We have 3 individuals that work with the RE-7 program. two on data entry...its minimal, one on Financial Edge as well as RE-7 and myself ...running reports. Usually Gift Detail and Summary and Pledge and Recurring Gift Status.

     Do you have any suggestion for other reports?

     
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