Fund Attribute Options Need to be Added to Insight Designer

Walter Mills

Our organization has endowments we report on, to the tune of thousands of records. Our prior system used a marker similar to attributes allowing us to group fund records and the subsequent gifts together for easy time frame reporting of summary totals of grouped funds. This is not possible for us with the current set up in Insight Designer. Adding fund attributes as an available filter option would resolve this.


At present, I have to manually add each fund to the insight designer for reporting on the disbursing unit the funds are attached to. This is an error prone, time consuming process at this point.