Hide Archived Funds in Transaction Filters | Voters

Hide Archived Funds in Transaction Filters

complete

Samantha Bonner

When filtering by a fund type, all hidden and archived types currently show. We would like the option to only see active giving types instead of all past ones.

October 22, 2021

Julia Rhodes

marked this post as

complete

Julia Rhodes

Hi All! Based on research, we found it important to include Archived funds in the dropdown in case you do want to filter by them. If we removed this, there would be no possible way to filter by an archived fund within Transactions. However, we have added an additional filter option to choose to only filter by Visible and Hidden funds and not display Archived funds.

Greg Servage

Seeing all of the archived funds listed in the fund filter for transaction reports makes the filter itself unusable for us because we have so many funds, some of which are duplicates. Also, only being able to select one fund at at time makes the filter that much less useful.