JenWindram ✭✭✭

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…

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).