Report

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. Watch the demo video here! ...
Tue, Nov 24, 2020 at 2:48 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,...
Wed, Mar 31, 2021 at 10:58 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 ...
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.  The first report (Report 117-1 by Fund - prior to transfer) in...
Tue, Nov 24, 2020 at 3:06 PM
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
FAQ & Definitions: Report Types in Fundriver
FAQ: Can the Support Team add additional fields to existing reports?   Sometimes!  This all depends on the type of report and/or data source used to buil...
Tue, Feb 11, 2020 at 9:30 AM