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CommunitySuite Idea Lab: Financials & Budgeting

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Include Fund Custom Fields in "Add Financial Filter".

Please add Custom Fields to the list of filters available for
Financial reporting. We maintain custom fields on funds.

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Susan Lotreck shared this idea  ·   ·  Report…  ·  Admin →
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  • Susan Lotreck commented  ·   ·  Report

    Please provide access to all fund's fields when utilizing "Add Filter" for Financial reports similar to how they are available when utilizing "Filters" under Funds. Being able to access all of the funds' fields when adding a filter on Financial reports would be a game changer and time-saver in our work.

  • Susan Lotreck commented  ·   ·  Report

    Just connected some CSuite Dots -- My wish is for the "Add Financial Filter" to be identical to what is available under Funds>"Filter by".

  • Susan Lotreck commented  ·   ·  Report

    In addition to Custom fields -- please add in abiltiy to filter by
    Fund Beneficiary Grantees/Funds

  • Susan Lotreck commented  ·   ·  Report

    Eager for this idea to move to status of planned idea!
    We serve many agencies that hold custodial funds and designated funds at our Foundation. We use Custom fields on these funds to identify which Custodial funds are to distribute spendable quarterly vs. annually. Having Custom fields available as a Filter would save me a lot of time running vlookups to produce voucher imports and Agency reporting .
    Thank you!

  • Sue Jensen commented  ·   ·  Report

    Providing access to custom fields on reports is always helpful.