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Audit Trail - Donor & Pledge Daily Audit

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The Audit Trail - Donor & Pledge Daily Audit can be found under the Donation Reports & Receipts category. Below the image are detailed notes to help you in using the report.

Click here for information on generating a report. Click here for information on the Finished Report window.

Purpose of the Report

You use the Audit Trail - Donor Pledge & Daily Audit to tally data within a given time period (usually daily) based on the donations and payments recveived within a specified time frame. It is best run after the end of day wizard has been finished, because this is when all the sales postings have been finalized for the prior day and all payments have been deposited. This report can be run for a date range that is more than one day, for part of a day, or a time period that crosses two days.

Departments Who Benefit From This Report

Development To print a list of donations and pledges received and evaluate the need to respond in a particular way to the donor<.p>

Use this report as a means of keeping an audit trail of donation transactions.

Accounting Use this report as supporting information for bookkeeping or auditors.

Criteria Hints

It is recommended that this report be run using:

Parameter Field Condition Value
Donation Year = Desired Year
Donation Date is Date Entered
Campaign # is one of desired campaign