Our organization works pretty much around fiscal years for our annual campaign. In GiftMaker Pro, it was easy to see who gave in what fiscal year, how many years in a row they've donated, etc. I've been trying to put in donations in the Raiser's Edge, but there is no option for fiscal year, and when I look at campaign reports, I can't see the totals for separate fiscal years. Can I change this so it revolves around fiscal years? For example, our fiscal year 2008 ended on June 30, but we are still receiving donations for this past campaign, so I would normally record them under 2008, even though it is fiscal 2009.
Hello Ashley,
I checked in knowledgebase and you can set your fiscal year by following the steps in BB104853. In the date field for the Consecutive Years Report you can run the report based on This Fiscal Year, Last Fiscal Year, or Next Fiscal Year.
I hope this helps!
Do you have your fiscal year set in configuration/general?