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Reporting Dates

Reporting Dates

 

Report dates determine what amounts are calculated for reporting columns. Setting up the correct reporting dates is imperative for users to have the correct information in reports.

 

Product Line: 
MIP Fund Accounting

How to Find Transactions Posted into a Closed Fiscal Year and Update Them to Adjust the Next Open Fiscal Year

Product Line: 
MIP Fund Accounting

Sample Adhoc: Constituent Total Giving report

Product Line: 
Fundraising 100

Sample Adhoc: Household Hard-Credited Pledge Donors

Product Line: 
Fundraising 100

Sample Adhoc: Last gift or pledge to a campaign

Product Line: 
Fundraising 100

Sample Adhoc- Summarized Payments Applied to Campaign Year

Product Line: 
Fundraising 100

The Consecutive Years report is not including Constituents who have given this fiscal year, why?

Product Line: 
Fundraising 50

How to find constituents who have only given one gift that is to a specific designation (solicitation, purpose, campaign, etc)?

Product Line: 
Fundraising 50

Saved Queries: What are they, How to save them, and How to use/retrieve them

Product Line: 
Fundraising 50

Include constituent yearly cash totals in a report

Product Line: 
Fundraising 50

How do I transfer in adhocs?

Product Line: 
Fundraising 100

Sample criteria: How do I compare 2 Year Giving history per donor or household?

Product Line: 
Fundraising 100

Print Criteria not working when no Report Format is Specified

Symptom: 

Criteria not printing if no format specified.  Prior versions criteria did print. 1

Product Line: 
Millennium

How do I create a Query - either Basic or Full?

Product Line: 
Fundraising 50

Why does the system return incorrect results when I attempt to find Constituents who have not given to a particular solicitation, campaign, fund etc or who have not attended a particular event?

Symptom: 

No matter how I create my query,  the system returns Constituents who have given gifts or attended an event even though my query clearly states Solicitation or Event is NOT equal to  XXXXX.

Product Line: 
Fundraising 50

How to find those who have NOT given

Product Line: 
Fundraising 50

Creating and Using a Date Based Defined Field

Product Line: 
Fundraising 50

Data Entry Session-Unexpected totals on the Data Entry Session (DES) reports

Symptom: 

...

Product Line: 
Fundraising 100

How to export reports to Microsoft Excel from within the Abila Online Application

Product Line: 
MIP Fund Accounting
Nonprofit Online

Custom Column utilized as Budget Variance displays incorrect data

Symptom: 
Statement of Revenue and Expenditures report with custom column for Budget Variance totals correctly but subtotal line is overwritten by the last displayed account code value
Product Line: 
MIP Fund Accounting

Power Builder Application Error: R0012

Symptom: 

Error received when running Analytical Report: Upgrade Downgrade in Annual Donors:

 
Product Line: 
Fundraising 50

Purchase Order Tracking report duplication

Symptom: 
Purchase Order (PO) Tracking report displays duplicate rows of quantity and item total
Product Line: 
MIP Fund Accounting

Statement of Revenues and Expenditures does not include unposted transactions when Include “Unposted Transactions” checked

Symptom: 

Statement of Revenues and Expenditures does not include unposted transactions when the Options tab selection Include “Unposted Transactions” checked.

Product Line: 
MIP Fund Accounting

Sort in a Statement of Revenue and Expenditures functions differently when Suppress Lines with All zeros is selected

Symptom: 

I have a saved statement of revenue and expenditures that I am sorting by a segment code ascending but it is not sorting in any particular order. This is only happen if I also have the “Suppress Lines with All Zeros” selected on the Options tab

Product Line: 
MIP Fund Accounting

DF-Results inconsistent when adding Constituent ID or Constituent name fields to reports

Symptom: 

The following reports experience inconsistent output results when the Constituent ID or Constituent Name fields are added to the output fields:
 
Custom Constituent Export
Custom Gift Export
Custom Pledge Payment Reminders
Custom Volunteer
Custom...

Product Line: 
Fundraising 50
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Abila

Abila serves strategic leaders and managers in dynamic nonprofit organizations, associations and government agencies with comprehensive membership management SaaS and software solutions. Organizations trust Abila to simplify and streamline accounting, donor and grant management and large scale fundraising processes so they can perform their best work and focus on delivering their unique mission. For Abila, it's personal and backed by a team with more than 50 years of experience dedicated to helping organizations achieve their vision.

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