Last Financial Date in Grantee profile
I dream of a world where "Last Financial Date" in Grantee profile is an available field for custom reports. Helpful for staying up to date which grantees are approaching a date where new documents need to be reviewed. Who's with me!
8
votes
Kevin Heuer
shared this idea
Released on 6/6/23:
Profile Report: Added the Pay Email and Pay Address, No charity status check, Last charity status check, Last financial date *inactive -pulls from the vendor profile designation.
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Sarah Guidi
commented
Please make this possible! Thank you!
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Laurel Shulman
commented
I too dream of this world. Honestly, this world would be perfect if grantee profiles could also give a "last date this grantee received a grant" in a custom report.
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Katherine Souza
commented
This would be SO helpful! Does anyone have any work-around ideas for checking Last Financial Date?