Options to see entire grant history of a fund
It's nice being able to see on the screen gifts given by quarter and year. However, it would be nice to have an option to see the entire grant history on the screen as well. And if we could also sort the rows by column headers that would be great. That way I could sort by grantee name and quickly find the information I'm looking for.
Vanessa Stein
shared this idea
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Julie Cole Mecum
commented
From the fund module, it would also be helpful to see the entire gift history of a fund versus having to remember when the fund was established (or go back to the fund info screen to look it up) and manually enter the beginning and end date. 90% of the time when I wish to see donations or grants for a fund (from the funds module), I want to see ALL donations or grants, not just recent ones. A significant bonus to this requested functionality would be for the grant or gift amounts to total at the top or bottom of the list so we don't have to export just to calculate a total!