Add Profile Fund Categories to Fund reporting
I need the ability to run reports on funds and include the Profile Fund Category linked field. For example; we identify the Fund Founder(sometime different then the advisor) for our development plan. I have a custom Fund Report but can only add current Primary Fund Advisor and Fund Advisors.
Karen Wolf
shared this idea
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Jesika Ellis
commented
In Custom Reports, creating a Profile Fund report gives you the ability to add a column for the Profile Fund Category, as well as filter this field. This report allows you to have profile + fund name + profile fund category etc. Hope this helps - if I understood what you meant correctly!