Validation reports through webviewhave campaign, fund and appeal
Since you are transitioning to batch entry from database view to webview, the validation report does not have the campaign, funds and appeals on the report. I don't know if it missing tributes or memberships at this point. To have to run a query each time you run this report is going to take longer. At this point, I don't want to use webview and keep with the database view for gift batches. Please fix the report to have more information on it.l
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Guest
- Jun 13 2025
- Reviewed: Voting Open
Related ideas
The Financial Reports > Gift Entry Validation report is still important to pull a group of gifts (including those entered as a single gift and not through batch). It allows the Advancement Office to review the gift entry process and make sure all data is correct before sending acknowledgments and posting to the business office.
Adding to this: it is important for us that a fund # column and balance section are able to be added to the validation report for pulling gifts into FE from RE. These are columns/sections that are currently on the report in database.
As stated above - adding the fund number
The summary breakout that is on the last page of the report out of database.
We noticed that the report in NXT does not keep all line items for a constituent together all for the same post date. The report in database view keeps them together and then sorts by post date.
The Validation reports MUST have Fund, Campaign, AND Appeal.