Donor Central Fund Summary: Improved control of GL drilldown "summary vs. detail" settings

We'd like the ability to control whether individual GL drilldown sections of the Fund Summary (e.g. Earnings on Investments, Fund Expense Detail, etc.) display summary information or full details when clicking the "Detail" button to get to the Transaction Detail page. At present, we have to set either summary or detail, with the setting applied to all GL drilldown sections. In our case, we'd like to continue to use summary information for Earnings on Investments while displaying detailed transaction info for our recently added Fund Expense Detail section. Impact: Enabling advisors with funds that incur fund expenses to see in Donor Central as soon as checks have been issued would save staff time responding to inquiries about whether a certain payment has been made. But we'd like to maintain our current Earnings on Investment section as showing summary data that aligns with what advisors see in quarterly statements, rather than details of what’s posted monthly. At present, it's not possible to configure these Donor Central Fund Summary sections differently.
  • Guest
  • Aug 11 2015
  • Reviewed: Voting Open
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  • Guest commented
    August 17, 2016 15:39

    This is on the roadmap for the new DonorCentral.

  • +10