Publish fund snapshots
A fund snapshot is a record of a fund's financial performance over a given period of time.
Take and edit snapshots at regular intervals (quarterly, yearly, etc.) to provide curated pictures of fund performance for your donor contacts.
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Often, you'll publish multiple snapshots at the same time—especially if you have a recurring import of your fund data.
To publish one or more snapshots:
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Go to Stewardship, Funds.
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In the Needs Snapshot column, change the filter to Yes.
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Your system updates this field whenever you update your fund information (through import or manual data entry)
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At the bottom of the grid, select Act on Selected, Snapshot.
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Choose a date for your snapshot, then select Publish Snapshot.
You can also publish individual snapshots from the Details tab of any fund.
Note: Regardless of which date you select, snapshots always reflect the most current information in your system. The snapshot date determines which snapshots are included in a donor report, as well as what date your donor sees on the snapshot.
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Occasionally, you'll want to edit snapshots.
For example, a certain donor may prefer fund balances displayed in whole numbers or you may want to change a donor-facing date from January 13 to December 31.
To edit snapshots:
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Go to Stewardship, Funds.
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In the grid, find your fund and select View.
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Select the Snapshot tab, then select a snapshot to edit.
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Select Edit Snapshot.
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Change snapshot information as desired.
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Select Update Fund Snapshot.
Note: From this screen, you can also remove published snapshots by selecting Delete Snapshot.