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CommunitySuite Idea Lab: Affiliate/Supporting Orgs

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Affiliate Fund Report Filter

In the Funds Custom Reports, I can add the Affiliate Fund column, but cannot filter by an Affiliate. At this time, I have to export the report showing all Affiliates, then sort by the Affiliate Name column. It would be useful to filter the single Affiliate I want to show on screen and in reports.

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Marian Spicer shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  Holly Spitz responded  · 

In order to accomplish this, you can filter on the Affiliate Fund which is a boolean field and select yes.  To filter to a single fund, use the funitid field as a filter and select that fund only,  Then save the report for future use.

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  • Marian Spicer commented  ·   ·  Report

    Thank you! We are now able to filter by the Supporting Organization Name, which is also known as 'Affiliate' in some reports. We have been able to select individual funds, but not filter to the grouping of funds, which is known as Supporting Organization or Affiliate.

  • Jesika Ellis commented  ·   ·  Report

    We get around this by having the affiliate also be the funds' Division. This allows you to filter by Division Id. This may not work for everyone. Would be nice to also have the Affiliate Fund as a filter option.