Reports

New Donor Reports – LYBUNT, AYBUNT Two new reports have been added to FoundationHub under the Relationship Management Tab: LYBUNT AYBUNT LYBUNT and AYBUNT are acronyms for groups of donors that have given before but not within the ...

Standard Reports and Descriptions 1.  Fund Summary - Views activity and holdings for a selected Fund during a given date range (does not include suppressed transactions) and holdings at the end of the period. 2. Fund Synopsis - Views...

Accessing Workflow Reports v2 To access the new Workflow Reports, use the Menu Dropdown and select “Forms & Workflow.” Then, choose “Workflow Reports v2”. When you select “Workflow Reports v2”, you will be presented with a menu sho...

Filters Before you run the report, you can filter by Date, Status, Fund, or Fund Type. Date To filter by date, use the dropdown next to the Date Range. Then, you can use the preset date ranges or enter custom dates in the Date box...

Creating Reports Once you have applied all desired filters, run the report. For example, you could run the report for a specific fund, as demonstrated below. Please note that Reports will only show a maximum of 500 transactions. If your...

Editing Columns Another new functionality of Workflow Reports v2 is the ability to edit the Columns displayed in the report. To do so, click the pen icon in the top right corner. This will take you to the Editing Screen: Click the d...

Miscellaneous Features There are a number of other icons in the top right corner of the screen: The first two are to export to Excel and Print, respectively. The third is to expand to Full-Screen view. Use Expand Columns to see the full...

Journals A journal entry contains the data significant to a single business transaction, including the date, the amount to be credited and debited, a brief description of the transaction and the accounts affected. It is crucial to accurately en...

Pending Grants Report T he pending grants report batches transactions together for downloading (typically for board reviews and/or mass approvals). Transactions are locked either until they are removed from the batch or the batch has been process...

Cash Receipt Workflow Report A Cash Receipt is a form used to book a Gift into FoundationHub. This can be in the form of Cash, Check, Credit Card Payment, ACH, Stock, Wire, Other. To access the Cash Receipt Report, use the Menu Dropdown...

General Ledger Report Please note that this report will only be available if your foundation uses our General Ledger system. If you are unsure of whether your foundation uses the General Ledger system, or your foundation would like to use this sy...

Transactions By Account Report The Transactions By Account Report allows you to report on and extract to Excel all GL account activity during a period. While the General Ledger Report details all GL accounts, the Transactions by Account Report on...

Accessing Workflow Reports To access the new Workflow Reports, use the Menu Dropdown and select “Forms & Workflow.” Then, choose “Workflow Reports”. When you select “Workflow Reports”, you will be presented with a menu showing Ca...