Welcome to Forums Sign in | Join | Help | Forums
in Search


how to get accurate YTD totals

Last post 09-30-2003 2:04 PM by Barbara Schlichter. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next
  • 09-30-2003 12:16 PM

    how to get accurate YTD totals

    Hi...How do others accurately capture year-to-date totals in comparision to goals? I run a Campaign Performance Analysis report to track year-to-date totals so that we can see how we're doing in reaching our goals for the fiscal year. I base the reports primarilly on gift date. We noticed, however, that some money that was raised/pledged in last fiscal year and designated to be spent in this fiscal year (which started June 30) did not show up when I ran YTD totals for this fiscal year. This happens mostly with foundations, but also with a couple of individuals. How do people deal with multi-year grants? Is there an easy way to handle all of this? It's confusing the heck out of me! Thanks for your help. Tanya Grasser Yosemite National Institutes in California
  • 09-30-2003 2:04 PM In reply to

    how to get accurate YTD totals

    Try running it on all dates then in filters choose the campaigns you want to compare. I tried it here and it “seemed” to work. Barbara ===================== Barbara Schlichter St. Mark's School System Administrator 508/786-6288 508/786-4088 (Fax) [Email Removed]
Page 1 of 1 (2 items)