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CommunitySuite Idea Lab: Fund Statements

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fund statement formats

We would like to create Fund Statements with 5 columns: One column for each quarter and the 5th a YTD. This is currently not possible.

We think it would be helpful for Auditors, Donors, Staff, etc. I attached an example.

15 votes

Frannie Powers shared this idea · Jul 28, 2026 · Report… · Admin →

Proposed Idea · Jul 28, 2026

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Anastacia Lamb commented · July 29, 2026 7:53 AM · Report

Our Agency Fund Holders would appreciate this option as well

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Frannie Powers commented · July 28, 2026 1:27 PM · Report

Example

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- Example Fund Statement with 5 columns.pdf 81 KB
Lisa Johnson commented · July 28, 2026 11:23 AM · Report

This will also be helpful for the agency fund auditors, so they do not have to gather 4 separate statements to see all of the activity in each quarter.

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