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...

Reports Overview

CommunitySuite will generate various Reports for the following subjects: Donations Donors Grants Scholarships Grant Cycles Grantees Funds Vendors To generate a Report: Navigate to Reports from the Core column of the Home page. Select a report from the Reports column. Enter a Custom Date range, or select a Common Range from the Edit Report Date windo...

Running Reports*

To run reports on grants, scholarships, donations, funds or vendors: Click Reports under the Core Column on the Home page.  A list of standard reports will appear Select the desired report date range and click create  report.  Click Export  CSV if you'd like to export the report into a spreadsheet  Please note that the report options is also availab...

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...

Print Page*

Print Page is a feature that is available on most pages in the system. The Print Page button is always located on the left-hand menu. When you select Print Page the information on the page will open in a new window in your browser. You will need to place your mouse over the page and click the right mouse button. You can choose "Print" to send the pa...

Run Custom Reports

Create and run custom reports for customer relationship management (CRM) data, and certain financial data in CommunitySuite. Specific financial reports such as balance sheet, income statement, cash flow, etc., can be found on the Financials page. Select Reports from the Home page. In the Custom Reports window, click Create next to the type of report...

Field Types & Aggregates

Below are definitions of the various field types, and aggregates, available in custom reports. Field Types Boolean A field that can be one of two values (Yes or No). Varchar A variable character field with an indeterminate length. Numeric A numeric field hold numbers to be calculated. Integer An integer field uses whole numbers (no fractions or deci...

Custom Report Types

Below you'll find descriptions for each type of custom report, use case scenarios, and the limitations of each report. Account Description: Chart of Accounts table.  Usage: To review chart of accounts and settings. Also includes access to account type fields. Limitations: Does not include balances or entries, just the chart of accounts information. ...