Sort Order of Funds in Reports
I would like to be able to adjust the sort order of Funds.
For example, I would like a fund entitled The University Fund to appear under U instead of under T. Or John and Jane Doe Donor Advised Fund to appear under D instead of J.
The report that I use most often that I would like sorted this way is the Fund Balance Report in Financials. I cannot figure out a work around to make this happen.
1
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MaryPickens
shared this idea
8/22/2025: IDEA LAB LIVE-Funds: Added a date table to the Transactions Report. When as user navigates to an individual fund record, they can select Reports in the left hand menu. Transactions is listed as a report, now a user will be able to select transactions by Year, Qtrs, or Months.
