Add "Fund Category" as filter option for "Overview" tab in Analyze section

As a health system we track our progress overall and by entity. We currently use the fund category field to identify the entity. Adding this functionality would provide real time overview of progress by entity. I imagine this would be helpful for organizations that use this field for other purposes as well, including: service line, school, restricted v. unrestricted, etc.

  • Guest
  • Jan 22 2018
  • Planned
Data analysis
  • Attach files
  • Barbara Martell commented
    August 31, 2020 15:37

    Also need to view by Fund custom fields (attributes in database view)

    ×

    Attachments Open full size

  • Peter Folkert commented
    August 22, 2019 19:29

    This one has been marked as "planned." Any updates on when this is going to happen? I was about to switch fund "type" and "category" in order to get around this lack of functionality.

    ×

    Attachments Open full size

  • Julie Hiland commented
    May 23, 2018 15:52

    We are also a large health system... and we need to be able to filter by both Fund Type (which hospital/entity) and Fund Category (service line).

    ×

    Attachments Open full size

  • Eric Chang commented
    May 09, 2018 23:38

    I would like to add another vote for this feature.  We use Fund Category to divide two divisions of our organization and our financials need to be separated by that division.  

    ×

    Attachments Open full size

  • Guest commented
    January 25, 2018 17:11

    I just came here to post this idea, exactly! I really really need to be able to do this, and it is available on many of the other Analyze tabs.

    ×

    Attachments Open full size

Related ideas