Configure Fund Details Button not Showing in Fund Page in DonorCentral
- 05 Dec 2023
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Configure Fund Details Button not Showing in Fund Page in DonorCentral
- Updated on 05 Dec 2023
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The Configure Fund Details button described in this article does not show in the Fund Page in DonorCentral, how can I add that?
Configure fund details
Answer:
In order to add custom buckets to the Funds page you need Export_GL_Drilldowns set to Activity Report. See the following on setting up the activity report:
Fund Activity Report
After making the changes to the settings in FIMS, you will need to do a data upload from FIMS to DonorCentral NXT. After the upload, you will need to configure DonorCentral to view the activity report per the above article as well in the Fund Activity Report section of the document. You can configure the report so that only staff administrators can see it or for all users.
Once this is configured, you will see the Configure Fund Details button and then can also configure custom totals as well.
Fund Activity Report
After making the changes to the settings in FIMS, you will need to do a data upload from FIMS to DonorCentral NXT. After the upload, you will need to configure DonorCentral to view the activity report per the above article as well in the Fund Activity Report section of the document. You can configure the report so that only staff administrators can see it or for all users.
Once this is configured, you will see the Configure Fund Details button and then can also configure custom totals as well.
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