Add Fund Type to all pre-configured dashboards

Fund Type is available as a filter in the Report Builder and it would be helpful for it to also be available on all the pre-configured dashboards in the Reporting area: Overview, Retention, Recapture, Acquisition, Opportunities, Actions, Campaigns, Funds, Appeals. This allows us to use Fund Type as a grouping code for all our reporting tools.

  • Nathan Munn
  • Aug 5 2020
Data analysis
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  • Julie Hiland commented
    November 19, 2020 14:45

    We are a large healthcare organization, so we need to be able to report on fundraising by EACH HOSPITAL, and this designation lives on the fund record as a "Type". (We use "Category" for medical service line...cardiology, oncology, etc.) I agree... this "Fund Type" filter is available in Report Builder, so please bring it to Reporting!

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