IO Funds - Reports: Why contributions are missing from reports or why specific funds are missing from the report selection options

Why contributions are missing from reports or why specific funds are missing from the report selection options

If you can no longer report on specific funds because they are not available to select from the report selection options, it is likely because the Active checkbox has been unmarked for that fund.

  • If you want to make a fund unavailable for contributions but still want to report on the fund for historical reporting purposes, simply give the fund and end date, but keep the fund active.
  • If you no longer want to report on a particular fund, you may unmark the Active checkbox.

See the following article to learn how to check the active status of the fund and how to edit a fund.

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