fund count
Would love to have a "one click" spot to find the total count of active funds in CSuite (even better - have a count on total funds AND the count of types of funds, etc.). Right now, I have to run a custom report. The number of funds is a basic data point that we use and are asked about and I'm sure other Foundations need on a regular basis.
Mandi
shared this idea
The fund count was removed from the Fund Summary because it was confusing. It only included open funds on the date the report was run yet the other data was based on a range. It also included system funds and sub-funds. The best was to accomplish this is a custom report. Attached is a screenshot of an example.
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This can definitely be accomplished with a Fund Custom Report. Attached is a screenshot of the fields that I used. There is an option to group by and the screenshot was grouped by fund group id. It creates a total for the group and the entire list. I filtered to open funds = yes and filtered out system and agency sub-funds.
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Kara G
commented
I second this! Would love to have a fund count for each fund group as well.
