Custom Report by Project

Hi @Laura Vaughan,

One option that could be helpful for getting a customized report for your projects/endowments is to utilize the Chart Organizer, also called Visual Chart Organizer in database view. A chart template is a visual representation of all or selected accounts from the general ledger, that can be customized based on what presentation and data you need to report on. Then the Chart Template can be added to a financial report to establish the presentation of the data. Once in the financial report, say an Income Statement, you can set additional Filters, Formats, add Columns, etc. to further customize the report.

Here is an example of Income Statement filtered by Department (an account segment) and each column is filtered by Project. This is set to a default Chart Template.

If you’re new to Chart Organizer, here is a session we hosted on the basics of what they are and how they can be used in reporting. Use this link to catch it on-demand: Creating Customized Reports using Chart Templates. Also sharing a 2-part Reporting series that you can also catch on-demand: Reporting Series – Part 1: Gain Confidence in Your Reporting Efficiency & Accuracy and Reporting Series – Part 2: Meet Stakeholders Needs with Custom Reporting.

Happy to help with any additional questions ?

@Laura Vaughan
We're building out our annual endowment reports for donors with ReportingXpress, along with a few other custom reports. So far they've been great to work with and the have a lot of options for customization. Worth a call or demo to see if they can meet your needs.