Add Profile Fund Category to Fund Advisor Fund Custom Report
Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.
We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.
Michelle Schneider
shared this idea
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Sally Weldon
commented
and these other fields too- basically if we can enter data into a field please have it available on the custom report menu:
Scholarships
Last Login Date
Request Confirmation Email -
Sally Weldon
commented
We have to use access reports to combine the two files based on the profile ID concatenated with the fund id and an underscore between them as the join fields. Maybe engineering can do something similar with the database reporting. And while they are at it they can add the additional tab fields to both this report and the Fund Advisor custom reporting. Split Interest, Voucher, Invoice, and Donate .