Donor Central v4 Grant and Gift Exports Show Wrong Year

When exporting grant and gift data out of Donor Central v4, the fiscal year shows as 2018 regardless of the grant date on the grant or gift.
To resolve do the following:

Go to Donor Central -> Admin Portal -> Fund Summary Settings, set the fiscal year end date to be what the end date is for your organization.

You can also run a grant or gift export out of FIMS that will render the same information.
 

Steps to Duplicate

  • 1. Go to Donor Central
  • 2. Select an advisor
  • 3.  Select Export Grants or Gifts under Fund Summary
  • 4.  Export out the spreadsheet
  • 5.  See that the fiscal year for all grants and gifts is 2018 in the spreadsheet

Environment

 FIMS
 DCv4

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