Revenue Recognition Credits Report

To view recognition credit information for a selected group of revenue, generate the Revenue Recognition Credits report. For example, generate this report weekly to make sure recognition credit has been associated with revenue correctly.

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

The Revenue Recognition Credits report displays the constituent and date associated with the revenue, the revenue amount, and the revenue type. The report also displays a sub-report that lists the recognized constituent and effective date associated with recognition credit, the recognition amount, and the recognition type.

  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.