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1 result found

  1. 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.

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    2 comments  ·  Funds  ·  Admin →
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    Not Planned  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    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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