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24 results found

  1. Underwater Report - Rolling Average

    We have an underwater policy that involves calculation of a 12 quarter rolling average of the fund compared to the principal balance. I would love options to add to the underwater report to allow for such calculation.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Financials & Budgeting  ·  Admin →
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  2. 'Balance Change' report cannot be drilled down by month/qtr/year

    While I'm encouraged that a 'Balance Change' report has been added, there is no option to drill down by month/quarter/year...please add the option to do so, or this report is not nearly as helpful as it could be.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Financials & Budgeting  ·  Admin →
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  3. check box to include zero balance quarters when calculati

    Could you add a check box to include zero balance quarters when calculating Average trailing Quarter balance when establishing fund fee types?

    1 vote

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    Proposed Idea  ·  0 comments  ·  Financials & Budgeting  ·  Admin →
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  4. Ability to Build Custom Financial Statements in the Reports Section

    There are numerous reports that can be customized when you go to the Reports section. I do not see any for creating financial statements. It would be great if you could add more than one column option to a report. Currently we are copying and pasting exported reports to build our desired reports. We have to export 12 financial reports to get to the 6 we want.

    34 votes

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    Proposed Idea  ·  0 comments  ·  Financials & Budgeting  ·  Admin →
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