It's extremely time consuming to check gifts via queries to match them against fund codes to give accurate reporting on the breakdown of payments received for external teams, such as accounting. Trying to check via names on cards can sometimes produce gifts made on the same date, or close-to which skews my output fields for a query, so my figures are incorrect. There is no easy way to automate this processing at this stage, as there are no definitive criteria for each gift, so it requires lots of manual checks.

Adding the GIFT ID as a field would allow me to simply search for the gifts and output the fund codes and use a pivot table in excel to cut down a 30+ minute process every day to less than two minutes of work.

Screenshot 2024...

Screenshot 2024...

Attachments Open full size