Release Date: September 11, 2026 

NEW UDR Data Source: Fiscal Year Activity with Spending Detail

• This new User Defined Reporting (UDR) data source combines endowment fund activity, market value, and spending policy data into a single, configurable report. It is designed to support the most common endowment reporting needs - fiscal year activity as of the last closed accounting period, spending analysis, and roll forward activity using the dates selected when running the report.

Defects

• Defect within UDR tool related to editing existing reports has been fixed.
• Expendable Fund Budget Report issue that incorrectly excluded some funds has been resolved. 
• Fixed Spending Rules will now work properly with custom spending rule exception transaction types.

Coming Soon

• New Fund Notes import is currently in testing. This will allow bulk importing of Notes attached to funds.