The Fund History page shows the lifetime donation, grant, and scholarship activity of a fund.
- Navigate to a fund.
- Click History in the left-side menu.
At the top of the Fund History page, there is a Fund History Report with key data points about the fund.
- Date Created - Date the fund was created.
- Summary - Text from the Fund Summary field.
- Principal Balance - The historical gift balance.
- Spendable Balance - The spendable amount within the fund.
- Total Donations - Total donations to the fund.
- Total Grants - Total grants awarded from the fund.
- Total Scholarships - Total scholarships awarded from the fund.
Below the Fund History Report, up to six interactive graphs will display. Only graphs that have related data will display.
- Top 10 Donors
- Donations
- Top 10 Grantees
- Grants
- Top 10 Scholarships
- Scholarships
These graphs are interactive and show details that comprise history.
- Hover your cursor over a data point, pie chart, or profile.
- Click the desired data point, pie chart, or profile.
- In this image, a year or month can be selected.
- In this image, a year or month can be selected.
- The details will populate in a filtered list.
Fund history can be displayed on the home page of a fund on the fund advisor portal if the Show History on Portal box is checked on that fund. This setting can be applied to individual funds and is available in funds bulk edit.
The Top 10 Scholarships graph displays student names as Anonymous unless Show Student Data is enabled in Fund Advisors Settings.