I need to filter out sub funds in order to get an accurate fund count.
This was my answer from Foundant. "Currently there isn’t a way to pull this information in a report from CSuite.
The easiest way would be to export the Funds list by going to Funds then List and select Export CSV. Then in Excel the SubOf field will be in the export & you can filter that way to filter out the funds that are sub funds."
PLEASE ADD THE ABILITY TO REMOVE SUB-FUNDS TO GET AN ACCURATE FUND COUNT.
Michele McKinney
shared this idea
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P.S. I would use custom reports to create fund count report. You can filter out system and sub-funds to get an accurate count.
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Barb Charney
commented
We changed the division code to "sub fund" then apply a filter to eliminate them.