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Reporting by Fiscal Year

Oddly enough, not everyone uses the calendar year for their fiscal reporting. If you’re one of the many organizations whose fiscal year doesn’t start in January, now you can use Donor Tools to easily run donation reports based on your fiscal year.

To set your fiscal year, simply sign in to your Donor Tools account and click Settings. In the “About Your Organization” section, select the month and day of your fiscal year start.

Setting your fiscal year start

Now check out your donation report. Click on Donations, then click “Fiscal Year”. Now you can browse your donation report by calendar year or fiscal year.

Fiscal Year Report

This entry was written by Ryan, posted on June 23, 2009 at 8:32 am, filed under Donor Tools News. Bookmark the permalink. Follow any comments here with the RSS feed for this post. Post a comment or leave a trackback: Trackback URL.
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