Adjusted Revenue Report

After you post revenue to the general ledger, you can still edit information about the revenue. If the change impacts the general ledger, the program automatically creates an adjustment transaction to reflect the change in general ledger. To view a general summary of the adjustments made to revenue after it posts to the general ledger, such as changes to the revenue amount or its designations, you can view the Adjusted Revenue report.

Note: To view the adjustment history of a specific revenue record, access the revenue history. The Revenue History page displays a general summary of the adjustments made to revenue after it posts to the general ledger.

The Adjusted Revenue report provides information about the adjustments made to all posted revenue during a specified period of time. The report displays the constituent, type, and date associated with the posted revenue and adjustments made, including the date of the adjustment, the field adjusted, and the field value before and after the adjustment.

1. From Revenue, select Adjusted revenue under Reports. The Adjusted Revenue screen appears.

2. In the Date field, select the date range for which to view adjustment activity.

   1. In the from field, select the calendar and select the earliest adjustment date to view. The report will display adjustment activity on or after this date.

   2. In the to field, select the calendar and select the latest adjustment date to view. The report will display all adjustment activity between the from date and this date.

3. Select View Report. The program generates and displays the report.