Group funds into categories

We have a huge list of funds, including some that we do not need to include in most of our reports. In order to make sure everyone is consistent with what they use to pull our gift reports, it would be nice to have all of our funds grouped in a way that enables people to more easily select a whole batch of funds to include in reports and not select the batch of funds we don't want to include in a report. We can do it by individually selecting or unselecting each fund, but it would be much easier and encourage consistency if there were more options for selecting what funds to include.

  • Guest
  • Jul 19 2022
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