Comments

• Hi @GeoffreyOConnell . We have been tweaking our version a bit, but this is our current state. We tend not to fill out a lot of the Finance section, because it is really all right in CSuite when they set up the fund. We left the fields in the checklist as a reminder, really. And if any special answers are required. Hope…

  in New Fund Checklist Comment by JenWindram May 31
• Yes, I think this one that we created works. In Custom Reports under the Donation reporting. See the screenshot of the fields we pulled in. The key is the filter of "Created Ts" (this is the profile creation date).

  in New Donor Report Comment by JenWindram January 2023