Send a Custom Fund List to a 990 Report

Written by Nick Miles

Last published at: March 5th, 2020
  1. Select Reports from the Home page.
  2. In the Custom Reports window, click Create next to the type of report that you want to create.
  3. Specific financial reports such as balance sheet, income statement, cash flow, etc., can be found on the Financials page.
  4. Scroll through the list and select Funit Id. If desired, continue adding additional fields.
  5. Select Send to 990 Donor Report, Send to 990 Grantees Report, or Send to 990 Support Calculation.
  6. Enter the Financial Year, the Total Donations Exceeding (x) amount, the click Submit.