The fund report needs to show all fields listed on the timeline so that donors do not have to "click in" to review it.

8 of 10 of my "test" donor profile reviewers commented that they didn't understand why only 1/2 of their fund report was visible on the timeline. They felt this was a real problem with the site. There are three key fund pieces of data/information that do not show on the timeline.

  • Cynthia Thornquist
  • Feb 23 2022
  • Reviewed: Voting Open
Client Name "shard name" Other
Employee Name Cynthia Thornquist
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  • Christin Grissom commented
    June 14, 2022 18:29

    Items missing on the timeline:

    1. Scholarship Award Distributions

    2. Other Income/Transfers/Distributions

    3. Total Fund Balance