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CommunitySuite Idea Lab: Grants, Grantees, Grant Types

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advisor portal Grants tab totals

Could the Grants tab on the donor portal total up the number of grants and the number of dollars granted over the life of the fund? Currently, there are two different ways of organizing grants displayed - by date and by grantee - which is great, but it would make sense to have a total at the bottom of each format.

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Amy Rector shared this idea  ·   ·  Report…  ·  Admin →
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  • Charles Case commented  ·   ·  Report

    Please add this feature! The totals should also update depending on the filter applied in both Grants and Contributions

  • Julie Cole Mecum commented  ·   ·  Report

    Please also add a total to the Donations Tab so the advisor can see how much has been donated to this fund since inception (Historic Dollar/Gift Value). HDV should = Principal Balance