Why are the Funding Source related columns not coming out on my Cient Report even if I have selected them as columns?

Within the reports extracts you can generate a whole range of reports to support your business. Some of them available in the clients reports include the ability to extract data off the sub records of the client, i.e. the funding sources. 

When you include the columns for the sub table of funding sources, you must also tick the box to Breakdown By Funding Source. This will result in the client appearing in the report as many times as they have funding sources, so you will be able to extract the detail on the sub table for funding source. See Screenshots below. 

• Related Articles

• Generate Birthday Report for Clients and Staff

  Goal Organisations often have the need to retain and strengthen the bond with clients and staff, and this is especially true for organisations that are in care industries and deliver services directly to their clients. Sending birthday cards or ...

Request an Article or Guide

We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.