Run Standard Reports
Generate standard reports from predefined criteria in CommunitySuite. Check out this article for a list of commonly used reports. Select Reports from the Home page. Select the name of the standard report that you want to generate. Enter a custom date range, or select a common date range. Review the report, then export the report to your computer a...
Run Custom Reports
Run custom reports for customer relationship management (CRM) data, and certain financial data in CommunitySuite. Select Reports from the Home page. In the Custom Reports window, click Create next to the type of report that you want to create. Specific financial reports such as balance sheet, income statement, cash flow, etc., can be found on the Fi...
Custom Reports: Field Types & Aggregates
Below are definitions of the various field types, and aggregates, available in custom reports. For instructions showing how to generate custom reports, please refer to Run Custom Reports and Filter, Canned, and Custom Reports. Field Types Boolean A field that can be one of two values (Yes or No). Varchar A variable character field with an indetermin...
Custom Report Types
Below you'll find descriptions for the custom reports that are available in CommunitySuite, use case scenarios for each report, and the limitations of each report. For instructions showing how to generate custom reports, please refer to Run Custom Reports and Filter, Canned, and Custom Reports. Account Description: Chart of Accounts table. Usage: T...
Donor Report
The donor report provides a high-level overview of the contributions that have been made from each donor; as well as donor contact information, and certain customer relationship management (CRM) information. Below you'll find a description of each field in the report, limitations, dependencies, and where the data from each field is pulled from. Pro...
Vendors Paid Report
The Vendors Paid Report can be used to track payments made to Vendors by your Foundation, and build out your IRS 1099 form. After selecting a Custom Date or Common Date Range, the Vendors Paid table will display a list of all Vendors who received payments from your foundation during the specified date range. Each line item will display the following...
Summary Report*
Your software can create a Fund Summary Report. It is grouped by your Fund Groups. Go to Reports Select Summary under Fund Reports You will see a dashboard of transactions and activity. Review the Fund Summary Report table and select any hyperlinked number to get all the transactions or details on what makes up that number Choose the hyperlinked tot...
Grant Cycle Report*
After running an online Grant Catalog to crowdfund for nonprofits, your Foundation can report on the resulting funding and the funders. The online grant catalog uses Grant Cycle dates to establish the beginning and end date of the Grant Catalog. Grant Cycles can be found in Grants on the left side of the screen. To report on a grant cycle (or the t...
Send a Custom Fund List to a 990 Report
Select Reports from the Home page. In the Custom Reports window, click Create next to the type of report that you want to create. Specific financial reports such as balance sheet, income statement, cash flow, etc., can be found on the Financials page. Scroll through the list and select Funit Id. If desired, continue adding additional fields. Select ...
Default Reports
See below for brief descriptions of each default report within CommunitySuite. This does not include financial reports, for descriptions of each financial report, click here. From the Reports page, the default reports are listed in the left column. Donation Reports Donations Fields Included: ID, Date, DonorID, Donor Name, Amount, Fund, PledgeID, Leg...
Reclassify Revenue Share Affected Accounts for a Closed Period
Overview If investment activity is allocated out using an incorrect revenue or expenses account and the books have since been closed, more than just a correcting journal entry is necessary. A correcting journal entry will not be properly allocated to the appropriate funds; therefore resulting in an open balance under the revenue share fund and a sys...