User Defined Reporting Tool
Find everything you need to know about the User Defined Reporting Tool in this article.  This tool is easy to use and versatile. Navigate to Report > ...
Mon, Feb 13, 2023 at 1:05 PM
How Do I Run Reports in Fundriver?
Fundriver users get automatic access to a suite of standard reports they can use to estimate distributions, monitor fund performance, reconcile investments,...
Fri, Feb 11, 2022 at 10:39 AM
Standard User Defined Report Data Sources
These are the fields available in the Standard Data Sources in Fundriver's User Defined Reporting tool: Data Source - 117_1 ASU FASBType BegBal I...
Fri, Jun 4, 2021 at 9:46 AM
How Does Fundriver Handle Underwater Funds on ASU 2016-14 Reports?
According to the Financial Accounting Standards Board (FASB), an underwater endowment fund is defined as: “A donor-restricted fund for which the fair value ...
Mon, May 4, 2020 at 11:59 AM
Manage Filters Feature
The Manage Filters feature allows users to create stand alone filters that can be applied to user defined reports and standard reports when running.   ...
Tue, Nov 24, 2020 at 2:46 PM
Standard Report Definitions
Attached to this article you will find a PDF version of our latest Standard Report Definitions Guide.
Mon, May 4, 2020 at 11:54 AM
How Does Fundriver Handle Underwater Funds on FAS 117-1 Reports?
This article will show how underwater funds are handled in Fundriver on FAS 117-1 reports.  Please note that the FASB standards board replaced the FAS 117 ...
Fri, Oct 6, 2023 at 10:42 AM
How to Delete a User-Defined Report
If a report is no longer used by your organization, it can easily be deleted.  Follow the steps below to remove a User-Defined Report from your Fundriver da...
Tue, Nov 24, 2020 at 3:05 PM
Issues Reconciling the Appropriation of Endowment Assets for Expenditure on the Changes in Endowment Net Assets Report.
If an organization has issues reconciling the Changes in Endowment Net Assets report, it may be because your organization has multiple investment pools.  If...
Tue, Nov 24, 2020 at 2:55 PM
Pledges and ASU 2016-14 Reports
FASB released ASU 2016-14, Not-for-Profit Entities (Topic 958): Presentation of Financial Statements of Not-for-Profit entities in August 2016. The amendmen...
Mon, Jul 11, 2022 at 12:42 PM