Report
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
What happens when I make changes to the net asset classification on my FAS117-1 reports? If net asset class is changed, it becomes retro-active. So on th...
Wed, Apr 29, 2020 at 4:22 PM
Answer: Yes, you can! Use our RUN TIME FILTER option to get closed funds off your reports. Follow below to see how! To add a new filter go under REPO...
Tue, Nov 24, 2020 at 3:11 PM
Answer: The end date will appear after transactions have been posted. If you choose to upload your managers first and verify those are correct, go to ACTI...
Tue, Nov 24, 2020 at 3:06 PM
Answer: When test databases are created, the connection to the User-Defined Reports module can be compromised. In order to get your report running in the ...
Thu, Apr 30, 2020 at 1:24 PM
(Effective January 1, 2023) Fundriver Balance offers a Fund Statement (formerly named the 'Donor Report'), which displays beginning and ending m...
Wed, Dec 7, 2022 at 11:56 AM