Admin Bandit User Manual Sept 09 Part 7
Contents
1. Home Support Terms of Use Privacy Statement Copyright AdminBandit 2009 FUNDRAISING EVENT DETAILED REPORT Your Fundraising Event Detailed Report provides a comprehensive overview of your organisation s activities to obtain additional income or entertain members and guests As you can imagine this report is a fantastic tool for evaluating the effectiveness of fundraising activities and events as well as planning future needs and activities Select Fundraising Event Reports in the Reports pull down menu on the main menu bar We re looking at the detailed report so click the first link to access a Select Date Range screen which comprises a box divided into two parts 1 Start Date 2 End Date Enter the start of your financial year at Start Date and the final day of the last full month at End Date In doing this you re asking Admin Bandit to generate a Fundraising Event Detailed Report for the year to date which means it will cover all of your organisation s initiatives to raise extra monies for the current financial year where there has been income and expenses recorded Click the Confirm button to generate your report Alternatively click Cancel if you don t wish to proceed and you ll be directed to the Transaction List Select Date Range Start Date End Date 1 v Jul v 2009 el Oct 2009 vaa Eau On choosing Confirm a Report Generated screen activates which contains2. Total profit or loss loss is indicated by a minus sign Individual event or fundraiser Asterisk signals an activity expressly undertaken for fundraising GST free note appears when you ve marked your organisation as GST exempt in the Options function 2 Robyn Hood s Merry Men 3 Fund Raising Event Detailed Report amp 4 01 Jan 2009 to 06 Nov 2009 5 All accounts 6 Account Cheque Account Date Num Who Amount NUN no 17 03 2009 99102 Book Club 01 04 2009 32602 Scholastic 11 141 36 Le 13 Easter Raffle 4 17 03 2009 99101 Fundraising 23 03 2009 99103 Fundraising 01 04 2009 99105 Fundraising 01 04 2009 99104 Fundraising 07 04 2009 99106 Fundraising 06 11 2009 32606 IGA 13 94 06 11 2009 32607 IGA 33 23 2 TOTAL Book Club TOTAL Easter Raffle Fund raising events are indicated with an asterisk 5 Please note these figures do not include GST 150 50 9 14 160 00 78 00 5 00 86 00 88 00 369 83 O oec FUNDRAISING EVENT SUMMARY REPORT As with Admin Bandit s other summary reports the Fundraising Event Summary Report is an abridged version of its more comprehensive cousin The steps to creating it are similar Select Fundraising Event Reports in the Reports pull down menu on the main menu bar to go to the Fundraising Event Reports screen Click on the second bottom red link to generate your report m Fund Raising Even
3. LA amin it software for volunteer treasurers USER MANUAL Part Fund Raising Event Reports Software for the benefit of community group treasurers and the peak bodies supporting them PART SEVEN Welcome to the Part 7 of Admin Bandit s user manual which is dedicated to our Fundraising Event Reports Given that an organisation s fundraising can be regarded as GST free while it s other financial activities are not this is an important and useful tool in Admin Bandit Whats more our Fundraising Event Reports are indispensable for evaluating and planning your organisation s activities to gain additional income or engage members on a deeper social level CONTENTS FUNDRAISING EVENT REPORTS FUNDRAISING EVENT DETAILED REPORT FUNDRAISING EVENT SUMMARY REPORT Broadly speaking your Fundraising Event Reports itemises your organisation s social activities whether they re to raise much need extra income or purely to entertain your members guests and associates Under the Reports function choose Fundraising Event Reports the fourth option This takes you to the Fundraising Event Reports screen which contains red links to two reports 1 Fundraising Event Detailed Report 2 Fundraising Event Summary Report You ll notice that some of the information in the above reports is also included in your Treasurer s Report m Fund Raising Event Detailed Report m Fund Raising Event Summary Report
4. a red here link When you click this a Done screen appears as well as a File Download window This gives you three options for downloading your report 1 Open opens your report in Adobe Acrobat 2 Save prompts you to save your report as a PDF file 3 Cancel abandons your report Report Generated Report generation has completed Click here to download and print the file Done The file was downloaded from the server you will redirected in 5 seconds Click here if you do not wish to wait EO e OG o 0000060 0060 After any of the above actions you ll be directed back to the Reports screen Please remember to save an electronic copy of your report for future reference Understanding Your Fundraising Event Detailed Report Your Fundraising Event Detailed Report is an overview all your events and fundraising activities for the current financial year to date showing for each activity cost income profit and budgeted profit Let s take a closer look using the key below and the example on the next page Your organisation s logo if you uploaded it to Client Details in the Options function Your organisation s name Report name Date range Bank accounts included Individual bank account names Date of payment or cost Cheque or receipt number depending on whether transaction is a payment or cost The person or organisation items income came from or payments went to Income money in Payment money out
5. t Detailed Report m Fund Raising Event Summary Report Support Now you ve already been through this process with the more detailed version of this report so we won t go through it again here If you d like a reminder simply re read the section on creating a Fundraising Event Detailed Report in the last couple of pages Understanding Your Fundraising Event Summary Report Your Fundraising Event Summary Report is more than a simplified version of its detailed counterpart it also includes new data that is particularly useful for evaluating activities and future planning Notably this report allows you to compare the actual profit of an event or fundraiser again your budget or prediction Let s take a closer look using the key below and the example on the following page Your organisation s logo if you uploaded it to Client Details in the Options function Your organisation s name Report name Date range Bank accounts included amp 6 amp amp 6 O amp 6 6 0 6 G Individual bank account names Events Receipts for individual events fundraisers Expenses for individual events fundraisers Actual profit for individual events fundraisers Budgeted profit for individual events fundraisers Total income Total costs Total profit Total budgeted profit This notice appears if you have indicated that your events fundraising activities do not attract GST Asterisk denotes a fundraising activit
6. y as opposed to an event Hash indicates an activity for which no receipts or expenses have been recorded during the report date range 1 SOLUTIONS D Robyn Hood s Merry Men ICO Fund Raising Event Summary Report 3 01 Jan 2009 to 04 Nov 2009 All accounts 6 Account Main Account Q OMO O Event Receipts Expenses Net Budgeted Net Mobile Phones 0 00 0 00 0 00 55 Sausage Sizzle 7 2 072 73 0 00 2072 73 Preselections 0 00 0 00 0 00 TOTAL 2 2 072 73 43 0 00 14 s 2 072 73 15 Please note these figures do not include GST Fund raising events are indicated with an asterisk Events with no receipts or payments during the report period are indicated with a 10 o Merry Men GROUPS REPORT 3 EAR 2009 7 Group 5 Description Jefault Fee Number of Members 1 First Group 6 fees 2 members 100 00 2 2 Second Group 3 fees 1 member 150 00 1 3 Third Group 4 fees 3 members 50 00 2 4 Fifth Group 1 fee 9 members 500 00 9 5 Fourth Group 2 fees 3 members 80 50 3 6 Sixth Group no members 300 00 0 7 Group name 122 00 0 8 Test99 0 00 0 11
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