Custom Reporting for Grantee Fields
Requesting grantee fields availability in a custom report--including the charity check information.
Laura Moon
shared this idea
7/29/2024: Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.
Funds:
Reports-Profile Item Payment: Added invoice id and donation id fields.
Reports-Profile Org Role: Added org_prim field
Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.
Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.
Reports-Service Area: Added Assigned city & state (or null) fields
Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note
Reports-Check Report: Added Vendor name and drillable check batch ID fields
Reports- Check Voucher: Added Vendor ID field.
Reports-Scholarship & Scholarship Payment: Added decision date to both reports.
Reports-Invoice: Added Loan ID field.
Reports-Recurring Donation: Added Fund Name.
Reports- Admin Fee: Added admin fee start date.
Reports-Grant & Grantee Default report: Add Charity Description from Charity Check Log
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Wendy Ponting
commented
this information is required on the IRS information form 990. Schedule I part II
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Natalia Siegel
commented
It would be wonderful if we could report on last charity status check or last financial date under the grantee profile. Thanks!