A development associate using NPSP cannot find the Check/Reference Number in Report Builder. What should the consultant recommend?

The recommendation to check if the report type includes Payments is correct because the Check/Reference Number is specifically associated with payments received for donations or transactions. In the context of Nonprofit Success Pack (NPSP), payments can include various forms of revenue, such as donations processed online or manually, and tracking these payments accurately is crucial for financial reporting and record-keeping.

When creating reports in Report Builder, it’s essential to understand which objects and their respective fields are available based on the report type selected. In this case, the Check/Reference Number is relevant to payments made against opportunities. Therefore, if the report type does not encompass the Payments object, the Check/Reference Number field will not be available for reporting.

Selecting a report type that includes Opportunities would not yield the desired result since the field in question is specifically tied to the Payments object, not directly to Opportunities. Similarly, checking a custom field on Opportunity or Payments may not resolve the issue, as it misses the critical step of selecting the appropriate report type. Thus, ensuring that Payments is included in the report type is the essential first step for the associate to access the Check/Reference Number in Report Builder.