Fund History

Written by Nick Miles

Last published at: September 4th, 2018

The Fund History page shows the lifetime history of a Fund as it relates to Donations, Grants, and Scholarships. To view the Fund History for a specific Fund:

  1. Navigate to the desired Fund from the Funds page.
  2. Click on History from the left side menu.

At the top of the Fund History page you will see a Fund History Report, which lists the:

  • Date Created - Date that the Fund was created.
  • Summary - Summary of the relevant Fund.
  • Principal Balance
  • Spendable Balance
  • Total Donations
  • Total Grants
  • Total Scholarships

Below the Fund History Report, CommunitySuite will display up to six interactive graphs, including:

  • Donations
  • Top 10 Donors
  • Grants
  • Top 10 Grantees
  • Scholarships
  • Top 10 Scholarships

These graphs can also be used to run Filter Reports. To run a Filter Report from a graph:

  1. Hover your cursor over a Data Point, Pie Chart, or Profile.
  2. Left-click on the desired Data Point, Pie Chart or Profile. 
  3. The Filter Report will populate on a new page.