Make Fund Attributes from Raiser's Edge Available in Insight Designer

This would allow for grouping of funds into collective groups. At our institution we have permanent endowments that disburse funds to specific units within our organization. Right now I have to identify these funds ONE AT A TIME to create the summary report for funds raised in a given time frame. This is problematic as we have over 1500 active funds and more than five units they disburse funds to.

I have posted this request twice under Sky Reporting.

  • Guest
  • Apr 12 2019
  • Reviewed: Voting Open
Reporting and Analysis
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  • Guest commented
    12 Feb 16:58

    We rely on fund attribute as well. Fund Type and Fund Category are used for other reasons so we need fund attributes to group our funds in lots in ways. Most critically to reconcile with finance, we we are not using FE. This complicates our ability to use lists and insight designer, which we really need.

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  • Kacy Coates commented
    06 Jan 20:20

    We are completely unable to use Insight Designer for the majority of our reporting because of this.

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  • Jill Gerig commented
    August 02, 2022 14:18

    We desperately need this as well. We use fund attribute to code funds per college and we need to be able to report on gifts per college in web view. Thanks!

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  • Peter Folkert commented
    December 05, 2019 14:38

    Please please please add this to insights. We have custom values on funds that group them into specific groups...functionality that we can't put elsewhere on a fund record.

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