Follow

Report Definitions: Stewardship

The reports in the Stewardship category were designed to deliver fund updates to donors and other key stakeholders.  Stewardship Reports contain information on fund performance and can be customized with an organization's logo.

Stewardship Reports are access by navigating to REPORT > STEWARDSHIP.

Stewardship Reports are access by navigating to REPORT > STEWARDSHIP.

Account Summary Stewardship Report by Fund: Shows beginning and ending market values as well as transaction activity and total return for a single fund.

Account Summary Stewardship Report by Fund: Shows beginning and ending market values as well as transaction activity and total return for a single fund.

Account Summary Stewardship Report for all Funds: Shows beginning and ending market values as well as transaction activity and total return for all funds.

Account Summary Stewardship Report for all Funds: Shows beginning and ending market values as well as transaction activity and total return for all funds.

Donor Report: Shows fund purpose and performance for a single fund. This report can be customized to include a logo and footnotes.

Donor Report: Shows fund purpose and performance for a single fund. This report can be customized to include a logo and footnotes.

Donor Report for All Funds: Shows fund purpose and performance for all funds. This report can be customized to include a logo and footnotes.

Donor Report for All Funds: Shows fund purpose and performance for all funds. This report can be customized to include a logo and footnotes.

This report runs profiles for all funds.  You can navigate through each page by clicking on the blue arrow on the top left of the report.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.