DonorCentral Fund Activity Report Uses Wrong Balances to Calculate Report
- 23 Jan 2023
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DonorCentral Fund Activity Report Uses Wrong Balances to Calculate Report
- Updated on 23 Jan 2023
- Contributors
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DonorCentral Fund Activity Report Uses Wrong Balances to Calculate Report when using a date range for example, 10/01/2017 to 09/30/2018. The balance on the report shows ending balance as of 10/1/2017 and ignores the date filters and just uses the start date.
Steps To Duplicate:
1. Log into DonorCentral
2. Select advisor view and select the advisor for the fund in question
3. Go to Funds\activity
4. Enter in date range 10/01/2017 to 09/30/2018
5. Note that balance is not correct for date range.
2. Select advisor view and select the advisor for the fund in question
3. Go to Funds\activity
4. Enter in date range 10/01/2017 to 09/30/2018
5. Note that balance is not correct for date range.
Answer:
This issue was addressed on 7/8/2019.
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