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NEW Fiscal Year Activity with Spending Detail UDR Data Source
The Fiscal Year Activity with Spending Detail dataset is a User-Defined Report (UDR) data source in Balance that combines endowment fund activity, market value, and spending policy data into a single,…
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Manage Filters Feature
The Manage Filters feature allows users to create stand alone filters that can be applied to both user defined reports and standard reports. This feature is now available for all user roles in…
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User Defined Reporting Tool
Find everything you need to know about the User Defined Reporting Tool in this article. This tool is versatile and easy to use. You can create User Defined Reports (UDRs) with the fields and…
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How Do I Run Reports in Balance?
Balance users get automatic access to a suite of standard reports they can use to estimate distributions, monitor fund performance, reconcile investments, and for many other purposes.…
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Standard Report Definitions
Attached to this article you will find a PDF version of our latest Standard Report Definitions Guide.
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User Defined Reporting - Data Sources
This article provides the list of reporting fields available for each data source that can be used to create a User Defined Report (UDR). For instructions on creating a UDR, see this article:…
Everything you need to know about the Reports available in your database.