Add fields to web view validation reports
Adding the fund to a web view validation report would be helpful as this is needed for our business office. Currently we manually write the fund for each constituent.
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Guest
- Oct 15 2024
- Reviewed: Voting Open
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I agree with having the fund# field added to the reports. The development and accounting dept uses the fund # to balance. They will not know what the fund discription for every fund code# is for, but they do know the # and they need to balance.
Adding to this: it is important for us that a fund # column and balance section are able to be added to the validation report for pulling gifts into FE from RE. These are columns/sections that are currently on the report in database.
As stated above - adding the fund number
The summary breakout that is on the last page of the report out of database.
We noticed that the report in NXT does not keep all line items for a constituent together all for the same post date. The report in database view keeps them together and then sorts by post date.