Stand Alone Report for Stranded Funds

It would be really useful to have a stand alone stranded funds report where admins can see an audit trail of a stale or redirected transaction. A report that is not just a "snapshot" of a moment in time and includes transactions that have already been addressed by the SFA process and is currently in the process (data from the Holds report).
Admins would like to see where users originally donated to before funds were either redirected to a new org or sent to the client's alternate.

  • Melody Thomas
  • May 22 2024
  • Reviewed: Voting Open
Client Name Sempra
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