How to include the deductible amount in a report

eTapestry gifts include fields for the Received amount, which represents the total amount of the donation, and the Non-deductible amount, which represents the amount of the donation that might not qualify for a tax exemption. For example, a donor may give you $100 for their event ticket, but $20 of that represents the cost of the event meal. Using these two fields, eTapestry can calculate the Received Minus Non-deductible amount (i.e. deductible amount) in a report.

Article Number: 112948

Products:

eTapestry

Click Reports
Click Manage Reports
Select the category where you'd like to store the report
Select New Report under the Task Menu
Name the report
In the Group By drop down menu, select your preference for the grouping
Select Journal Fields from the Browse Fields drop down menu and click on Received Minus Non-deductible

Received Minus Non-deductible

Add any other fields you'd like to include in the report
Arrange the columns into order by clicking on the middle of the field column and dragging up or down
Click Save and Run under the Task Menu
Under Query select your category in the top box and your query in the bottom box
At the bottom of the page select a Delivery Option and then click Submit

Blackbaud Community

Connect and collaborate with fellow Blackbaud users.

Chat with Support

Chat with our experienced staff to receive help right away.

Connect

The Blackbaud team is online and ready to connect with you!