Crimson FAQ: What's the Difference Between an Income vs. a Treasury Report?

Crimson contains reports that are designed to yield a variety of results depending on the need of the user. Some reports are built to show gross receipts, which is helpful for treasury staff, and some are built to show net, which is often preferred by fundraisers. Others may incorporate joint fundraising contributions (JFCs) and earmark receipts. Below you’ll find an explanation of the most popular reports and searches and what makes up their results.

Money Search

Use the money search when you want to find all live transactions. The output includes: 

  • All LIVE contributions
  • All partnership attributions, JFC distributed gifts, JFC gross allocation and earmark transactions. Please note the SOFT CREDIT field in the output which is used to indicate if a gift is a memo.
  • Does NOT include gifts that have been adjusted with a refund, debit, chargeback, or merchant credit

Report 216. Income Report by Package (Aggregate)

Use this report to identify live summary totals. This is a NET report. It includes: 

  • All LIVE contributions
  • JFC distributed gifts and earmark transactions
  • Does NOT include gifts that have been adjusted with a refund, debit, chargeback, or merchant credit

Reports 304, 3044 & 389. Daily Totals Reports

Use these reports for reconciliation and balancing to the bank deposits. These reports show GROSS totals. They include:

  • Aggregate of gifts by date as they were originally entered into Crimson
  • JFC deposit amount (not the details)
  • Does include gifts that have been adjusted with a refund, debit, chargeback, or merchant credit
  • Separate column to account for in-kinds

Reports 6050 & 6051. Summary Pages 

Use these when you want to replicate what you’ll see on your FEC summary pages for an upcoming report.  They include:

  • Summary of contributions that count in the selected period
  • Summary of expenditures that count in the selected period
  • If a gift from a previous period was charged back, debited, or merchant credited in the current period, these reports will reflect the adjustment in the schedule A portion of the summary

TIP – If you are ever running reports and cannot identify why reports are providing different numbers, please contact Customer Support at CrimsonSupport@cmdi.com. We can help explain what that particular report is pulling.

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