Spendable Balance field in reports
Please add the Spendable Balance field to the list of available fields in the Fund - Custom Report. We have several custom fund reports that we could produce directly from CSuite if we could add that current spendable amount also. As it is, we must export and either merge with the spendable field from the fund balance report or manually enter the spendables into our Excel spreadsheet.
Julie Cole Mecum
shared this idea
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Anonymous
commented
This would be extremely helpful and seems to be a very straightforward field to add to reports.
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Alison Riith
commented
This would be really helpful for our foundation!
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Alex
commented
This would make so many spreadsheets disappear
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Anonymous
commented
It would be great to add Current Fund Balance and Spendable Balance to the custom reporting tool. We do outreach to fund advisors at year end to encourage them to grant and like to pull that information into the communications. Will need to run two different reports this year.
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Stacy Robinson
commented
In addition to this idea, we would really like the fund balance to pull onto this report as well. I had thought it did when I first put this idea out there, but now realize it does not.
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Kathy Reiter
commented
We send reminders to our fund holders to let them know that they still have dollars available to grant for the year. How can we pull a report to show who we need to remind?
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Stacy Robinson
commented
It would also be nice if the fund balance could be pulled on this report.
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Stacy Robinson
commented
It would be really helpful if the spendable balance would pull on the fund listing report. It would also be nice if we could filter by distribution type. Thanks for considering.
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Stacy Robinson
commented
It would be really helpful if the spendable balance would pull on the fund listing report. It would also be nice if we could filter by distribution type. Thanks for considering.