Revenue by Payment Method Report

The Revenue by Payment Method report provides a breakdown of revenue activity by payment method. When you run the report, you can select to include revenue of all application types and payment methods or only specific application types and payment methods. You can also select whether to include only revenue from a specific time period. When you run the Revenue by Payment Method report, the program displays a breakdown of the number of transactions and total revenue received by each payment method for each revenue type.

Note: If your organization uses site security, the amounts that appear in the Revenue by Payment Method report include only revenue associated with the sites the user who generates the report has rights to access.

1. From Revenue, select Revenue recognition creditsunder Reports. Or, from Analysis, select Revenue reports and then Revenue recognition credits. The Revenue Recognition Credits screen appears.

2. Select Include and select the records to include. Select “All records,” “Selected records,” or “Specific record.” If you select “Selected records” or “Specific record,” in the field that appears, search for the revenue transaction records to include in the report.

3. Enter the date range to filter the report.

   • In the Date field, select a date for which to view constituent revenue recognition credit information.

   • If, in the Date field, you select “Specific date,” in the next field, select the calendar and select the date for which to view revenue recognition credit information. The report will display information only for the date you select.

4. To include recognition for a specific Appeal only, select the magnifying glass to search for and select an appeal. For example, select "Walk-A-Thon."

5. To include recognition for a specific Designation only, select the magnifying glass to search for and select a designation. For example, select "Library."

6. Select a Recognition type to filter the report. For example, select "Spouse."

7. To include recognition for a specific Campaign only, select the magnifying glass to search for and select a campaign. For example, select "Annual Campaign."

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