Release Date: September 9, 2021

Summary: This deployment includes enhancements to UDR Datasources, Spending Rules (new spending interface only), and reports.

User Defined Reporting Tool > Spending Bucket Data Source Updates

SpendingBucketBalance and SpendingBucketBalance_postdate

The distribution column was previously pulling in only distribution transaction type (Transaction Type ID 4).  Now the Distribution column will pull in all distribution activity (including custom transaction types) except spending bucket transaction types.

Spending Rules > NEW Spending Interface ONLY

Added Fixed rule to databases that did not have this spending rule.

Reports > Account Summary Stewardship Report by Fund

Run time update made to increase report speed

Reports > Comprehensive Endowment Fund History 

If fund history wasn't loaded into the database, there wasn’t a way for the report to pull the start date fund values.  The report has been updated so that the start date selected will include that date’s fund history data in the report output. (Example below for a client that posts quarterly will pull both 6/30/2019 and 9/30/2019 fund history data.)