What is the Fund Activity Report in DonorCentral and how do I Start Using it?
- 05 Dec 2023
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What is the Fund Activity Report in DonorCentral and how do I Start Using it?
- Updated on 05 Dec 2023
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How can I start using the Fund Activity report or disable it for users if I need to?
Answer:
In order to use the Fund Activity report, you will need to have DonorCentral Pro.
The fund activity report can be enabled for all users or can be configured so that just administrators can see it.
The fund activity report enables advisors to view a summary of their fund's current balance, as well as see a balance sheet of all their fund activity -- including debits, credits, transaction types, and more -- over a specified time period.
The report enables advisors to:
The fund activity report can be enabled for all users or can be configured so that just administrators can see it.
The fund activity report enables advisors to view a summary of their fund's current balance, as well as see a balance sheet of all their fund activity -- including debits, credits, transaction types, and more -- over a specified time period.
The report enables advisors to:
- View their current balance from an incoming/outgoing balance over time
- See debits and credits for a time period
- See the beginning and ending balance for a date filter
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