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Add additional filters to the "Total Revenue and Payments" built in report

Some of our difficulties with our financials is that we need to manually separate Cash and Credit Card transactions for our reports. Additionally we also need to pull daily reports for our Credit Card Fees from a separate query.

We are hoping that Blackbaud could add an additional filters to the "Total Revenue and Payments" built-in report under the Financials tab. To Allow users to pull a report and filter either credit card, cash, check, or donation type transactions and also have an additional column for fees to appear as well.

  • Guest
  • Dec 1 2022
Reports
Customer references Kim Manajek - Director of Cultural Services, Ann Achilli - Administrative Support III, Mitchell White - Database Administrator, Rachel Rogers - Sr Finance Analyst, and Randy Bailey - Accounting and Treasury Administrator
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  • Bridget Brennan commented
    July 25, 2023 19:41

    I also feel this would be helpful to a lot of organizations, ours included, needing to reconcile the lump sum credit card disbursements into accounts as the total revenue and payments report but not the credit card disbursement report shows it divided in this way.

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  • Guest commented
    July 13, 2023 19:58

    This would be such a tremendous improvement, and would help prevent human error.

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  • Janice Kroeger commented
    July 13, 2023 19:45

    This change is a great addition.

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  • Rachel Rogers commented
    July 13, 2023 19:11

    I have to run several reports to make sure I am getting the information I need for our Accountants. I tried to make my own query, but found that it would not include Program Name, which is essential in our reporting. Since the Total Revenue Report is the only one that includes program name (that I have found) and doesn't include fee, I have to run several reports (which never reconcile to each other) to get the information I need.

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