What report should a consultant implement to show Opportunity data for gifts tied to a specific General Accounting Unit?

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The most effective choice for displaying Opportunity data linked to a specific General Accounting Unit (GAU) is the report that uses the "GAU Allocations with Opportunity" report type. This report is designed specifically to highlight the relationship between opportunities (which represent gifts or fundraising efforts) and GAUs, allowing for a detailed view of how funds are allocated within the organization.

By applying filters such as Campaign = 'Annual Campaign' and GAU = 'General Fund,' this report can narrow down to the specific data set needed for analysis. This ensures that stakeholders can easily identify contributions tied to particular campaigns and how they align with financial goals. The structured nature of this report type, combined with specific filtering, makes it a targeted and efficient choice for analyzing the organization's fundraising effectiveness related to GAUs.

Other report options, while potentially providing some data, lack the necessary specificity or focus:

  • The standard Opportunity report type filtered by GAU details might not provide the depth of information regarding allocations compared to the GAU Allocations report.

  • A custom report type focusing solely on GAU allocations could miss important opportunity context or relations, which is critical to understanding contributions.

  • A flat report listing all GAU allocations without any filtering would provide an overwhelming amount of data without clarity

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