I was recently emailed by a user of ivtools asking where the numbers
come from for the PD report that is generated in Microsoft word. I
wanted to give my response so others might be able to find it.
– primarily the total gifts received – I’m assuming it is based on YTD total on the donations tab – is that correct?
yes
the total gifts received is based on the YTD total. The YTD total is
updated every time you run the DTR sync with the most recent excel
spreadsheet that you download from the portal. the Total Gifts Received
should therefore be identical to the Gifts YTD on your paper DTR.
- Monthly over needed? How is that number calculated? What does it signify?
The
monthly over needed is kind of a weird number that I might remove in
future versions of the form. It simply communicates the Income - Budget
number divided by the number of months remaining in the financial year.
The idea is this is what your estimated overages/underage will be for
each month in the remaining financial year. In other words you could
say to a potential financial partner I need an addition all $400 from
now until July to make meet my budget.