Fund Reporting
How to create and interpret various fund reports using tools available in Advancement Resources.
- Advancement Resources: Donor Acknowledgement Report Job Aid
- Advancement Resources: Donor Acknowledgement Report Documentation
- Advancement Resources: Fund Stewardship Report - Complete Reference
- How to request a fund be added to your fund list
- What is included in my list of funds?
- How to filter funds for a fund report
- How to access fund documentation
- Definitions of fund use codes in fund reports
- How to view fund details and a fund description
- How to interpret a Fund Balance report
- How to make a Donor Revenue report
- How do I get a list of addresses for mailing thank you notes?
- Fund Activity Report - Complete Reference
- ABE and Advancement Resources: Report Glossary