Add All Tabs to Fund Advisor Fund Custom Report
Currently, in the Fund Advisor Fund Custom Report, only a few of the tabs are available (Donation, Files, Grant, Grantcatalog, Grantrequest, Statement). Is it possible to add all tabs to this report?
That would include Pledges, Receipts, Voucher, Invoice, Split Interest.
This would be very helpful in our data validation process to confirm that the correct tabs were selected for each fund advisor.
Michelle Schneider
shared this idea
Released on 6/6/23:
Fund Advisor Report: Added the following fields: Pledges tab, Donate Tab, Receipts Tab, Voucher Tab, Invoice Tab, Investment Tab, Internal Loans Tab (if enabled), Split Interest Tab.
-
Sally Weldon
commented
Michelle, I hope you don't mind if I add these fields to your post since it is now under consideration. Please also add:
Donate
Scholarships (this field when activated in the Scholarship module should also show on the Fund Advisor record, without a way to edit)
Last Login Date -
Sally Weldon
commented
It is hard to believe this has to be added to "idea lab" when it is clearly a product flaw. While you are adding fields to custom reports that should be there, please also add the Fund as the Beneficiary to the fund beneficiary reporting.
-
Julie
commented
Yes please! We need to be able to pull reports on tabs that are turned on and off. Please add Scholarship to the list as well.