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Financials Column Options - put the dropdown back on the financial statement screen

I understand that the dropdown selection for financials columns (fund, fund segment, fund division, etc.) has been moved under the "Edit" option on the left menu. This seems very hidden and many more clicks to get to. Please put it back on the top right corner of the report screen! Support said many people have been wondering today where that option went.

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Christine Stammer shared this idea  ·   ·  Report…  ·  Admin →
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  • Cyndi Vara commented  ·   ·  Report

    I completely agree, and don't understand why these changes were made. They are definitely NOT an improvement but rather seem to be a few steps backward. In the future, I would love the opportunity to be a "tester" of proposed changes before they are rolled out.

    In addition to all issues mentioned here, I also do not understand why the balance sheet no longer includes the row "Liabilities + Net Assets", which of course equals "Assets".

    Also, why do the column titles include numbers now? Those are unnecessary in a financial report and are not appealing to look at.

  • Timothy Jones commented  ·   ·  Report

    Totally agree, this new format isn't the most aesthetic. Also, we lost the ability to do comparative balance sheets, YOY and such.

  • Jennifer Brambley commented  ·   ·  Report

    I agree! Please reset this back to the original. It was way more user friendly the other way.

  • David Weisz commented  ·   ·  Report

    If I can piggyback on this topic. Please also add back the YOY column option on the Balance Sheet and also have the Balance Sheet by Fund Group total in the far right column like they used to!