26 results found
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Financials: fund balance (show $0 balance funds)
Financials-Fund balance: please configure this report so that it shows active funds with $0 balance. In the past, this report included active funds with $0 balance but this was recently changed.
25 votes -
DAF Payout % Report
There needs to be a report that calculates each Donor Advised Fund's percent payout year over year. With the proposed legislation, it is important for community foundations to be able to show the active philanthropy of their DAFs as well as to encourage more active grantmaking in DAFs that are below a certain threshold.
34 votes -
investment performance
It would be very helpful if there was more information on the investment report in Financials. When you go to the Financials page, select Investments, and enter the time period, the only information available is the amounts going in and out (income, realized, unrealized, gifts, payments, etc.). This can all be found in other areas - the fund activity, Revenue Share, the bank statements, etc. It would be very helpful if this also included percentages to show the investment account performance or some other way to determine how the investment account performed of the selected time period. As of now,…
17 votes -
export in same order as shown in financial report
Export data, such as detail transactions, in the same order that is shown on the screen,
19 votes -
Financial view comparison of two different years
I would like to be able to pull a financial report that would give me current month actual, annual budget, ytd actual and prior year month actual, and prior year ytd actual. We currently give our board current year information and prior year information to determine how we are doing.
22 votes -
YOY Income Statement
Fiscal Year Comparison on Income Statement -
Please allow a way to show YOY fiscal comparison on this report. I can go in and edit date, but for calendar only.14 votes
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