Add Invoice ID and Donation ID to Profile Payment Custom Report
In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.
Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from a custom Donations report, but it needs to be a complete population of gifts and that also includes some Invoices/Profile Payments too.
To facilitate this, we would like to have the Donation IDs and Invoice IDs in the Profile Payment Custom Report so that we can link to those records and/or export the report and combine it with donation and invoice reports to get everything we need.