Top 5 Stewardship Reports

Deborah Adams -

With your Stewardship Technology EGS Platform, you have reports readily available at your fingertips.  Our integrated reports are one of our client’s favorite features.  Below are the Top 5 reports that our clients utilize:

#1 BARDD – Bank Account Reconciliation Designation Detail

#2 Donor Gift Schedules by Creation Date

#3 BAR – Bank Account Reconciliation

#4 Transaction Designation by Transaction Date

#5 BARCD – Bank Account Reconciliation Credit Detail

 

If you want to reconcile your bank account and see all the details of a donation, including the final fees associated with the donation, the Bank Account Reconciliation Designation Details Report in the Bank Account Reconciliation report section is the go-to report.

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If you want to see if any new donation schedules that were created within your specified time frame, you can use the Donors Gift Schedules by Creation Date Report found under the Donors report section.  Not only does this report show any new one-time donations, but it also shows any new recurring donations created as well.  You can see the date range on the right-hand side, and even have this report emailed to you at the frequency of your choice.

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If you want to reconcile your bank statement and see the total deposits and withdrawals, the Bank Account Reconciliation report in the Bank Account Reconciliation report section is the go-to report.

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If you want to know the details of a transaction before it settles into your bank account, you can use the Transaction Details by Transaction Date report under the Transactions by Transaction Date report section.  This report will also show you any manual check entry transactions as well as any declined transactions. This report will also show you the status of your donations.

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If you want to know the details of any credits to your bank account such as refunds, returns, or chargebacks you can use the Bank Account Reconciliation Credit Detail report under the Bank Account Reconciliation report section.

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With a variety of reports to choose from, you will have access to all the information you need to manage your donations through your EGS All in One Donor Management Platform.

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