The Households functionality is currently in beta. It's designed to help you group multiple funds under a single entity—called a household—for more streamlined tracking and reporting.
What You Can Do Today
Although still in development, the following features are currently available:
Create a Household: You can create and name a household.
Assign Funds to a Household: One or more funds can be linked to a single household.
Run Reports by Household: At this stage, the only report that supports household filtering is the
Donor Report (All by Household). When running this report, you’ll be able to select and view results for a single household.
What’s Coming Next
This is just the beginning! More functionality—including additional reporting options and expanded household capabilities—is coming soon.
Stay tuned for updates as we continue to build out this feature.
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