GLM Idea Lab

  1. Website Field in Reports

    I need the Organization Website report field for a report I'm making using the Decisions template. I see it is only available in the Commitments and FollowUps Templates. Is there any way to include this field in other templates as well? This seems to be an oversight and is as important as other Organization contact info.

    posted July 11, 2013 by Katie Kaufmann, MRAC

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    Implemented  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Organization DUNS field in reporting

    Can you make the Organization DUNS field available as a column in all reports. Currently it shows up in some, not in others.

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    Implemented  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Report field instructions

    I think I get the idea behind having instrutions for report field editable in each process (although I wonder how often different instructions are needed but I'll go with it). So why have a space to enter instructions in the Report Fields manager in the first place. Perhaps a description for internal use..... but since changing the instructions in the manager won't change it anywhere in the processes, it seems un-necessary and confusing (yes I have just changed the instructions here expecting it to change everywhere for the third time - I am slow, I don't change the instructions that…

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    Implemented  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Saving Export Data Configurations

    It would be helpful if we could save export data configurations with the ability to change process and organizations.

    Idea posted June 16, 2011 by Angie Boecker, Central Minnesota Arts Board

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    Implemented  ·  10 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Saving Export Data Selections for future exports

    It would be great if you could save the selections you make in a data export so that you can go back and choose the same data export in the future.

    posted August 3, 2013 by Diana Rode, Judy Family Foundation

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    Implemented  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Admin replacing applicant document after form submitted

    When we implemented the 3rd party recommendation functionality in 4.0.0 (November, 2013), some of the input we considered came from the Idea Lab item titled "Recommendation letter upload."

    Within that item were a couple other ideas, one of which can be summarized as "providing a way for an administrator to upload an updated document on a form (i.e. application) without have to take the request back to a Draft status". The specific comments from Bob Coakley (Thomas J. Long Foundation) and Don Brackett (Robert and Patricia Switzer Foundation) are as follows:
    I would like to be able to replace an…

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    Implemented  ·  9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. archive report questions

    I love the multi-select “checkbox” question. We are

    finding this to be a great enhancement especially for some of our internal report fields. We

    chose to replace several of the standard “drop down” report questions with “checkbox”

    questions. Now that we have outdated standard “drop down” report questions,

    I would like to have the option to archive them. Do you foresee this being an

    option in the future?

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    Implemented  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Re: Reports Beta!

    It would be nice to have the Report Title--as we save it--on the report page, and not just the system titles (Commitments etc. )

    I'm learning to really think through the report before I start constructing it so that I make all the basic sort, filter etc. decisons before I save it and therefore have a record of those seletion criteria.

    If I keep saving the report while I'm constructing end up with many different reports of the same name. Is there anyway to save new changes to an existing saved report?

    Thanks,

    Joan

    posted October 18, 2011 by Joan…

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    Implemented  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow Grant Managers to run reports

    Is it possible to allow Grant Managers to access the Reports & Data Sets section? Many people here had been running their own exports to do merges, but are now forced to ask an Admin person to do this for them and, possibly, wait until they have the time.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    Not only can Grants Manager run reports you can now control which GMs can. Through the Grants Manager custom permission (Advanced License) you can decide if the role should have access or just select users.

    By default all Grants managers can run reports.

    best
    Sammie

  10. Teach the system what questions are shared

    It would be great if in the new report function or in the process manager, we could tell the system what old questions are the same (or shared) between process so it would remember that they were shared questions when we are pulling a report.

    These questions were not report fields in the old system, but they are common across all of our grant applications. I still have to go in and add each one to the report and then combine them all.

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  11. multi-select processes from the "Search Requests and Decisions" page

    Would it be possible to add the multi-select process(es) feature to the "Search Requests and Decisions" page? I've been utilizing this feature from the "Payment Tracking" and the "Dashboard" pages and I would like to have this option included here as well. Could this be a possibility for a future release?

    Thanks,
    Kristen

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  12. Print Titles on PDF Reports

    It would be helpful if the Report Title would be included if I create a PDF version of a report.

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  13. Improve Error Message for 3rd Party Questions

    When an applicant tries to submit a follow-up that contains unanswered third-party questions, an error message appears that lists the label text from the third party questions. Since applicants cannot see third party questions in the first place, it would be nice if the error message was more generic and simply stated that the other party has not yet completed their portion of the form.

    Thanks,
    Jan

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  14. Reorder email templates

    I would like to rearrange the order of my email templates. That would allow groupings by process instead of by date of creation.

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    Implemented  ·  8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Re-order email templates

    I join others in wanting to be able to re-order e-mail templates. Thanks

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  16. Email Templates - Option to Archive

    I'd like to have the option to "archive" our email templates rather than deleting them permanently. I'd prefer to only see the templates we are currently using while still being able to refererence old templates, if needed. Ideally it would work the same as archiving forms, processes and contacts.

    posted April 10, 2013 by Kristen Cullen, Carolyn Foundation

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  17. Changes by IRS to 2013 990 PF

    New required changes for reporting grants on tax form.

    I recently read the IRS is requiring more detailed reporting (starting January 2013) on the exact nonprofit status of grantees from private foundations. They are asking to include specific codes. The ones that affect us the most are the codes for nonprofits that are 509a1 or 2 (PC) and codes for supporting organizations by type (1, 2, or 3).

    I currently run a report for our accounting manager listing the grants which she then uses to complete the 990PF. I am wondering if there is a way to include these codes…

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    Implemented  ·  7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Reports

    Unless I missed something....I have not found a way to delete reports. I noticed that you can delete report data sets. So, I realize that I could just run the report from there; however, then I would have to recreate the filters, groupings, sorts, etc. I would like to the ability to create and DELETE reports.

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  19. Third Party Question - Add Submit Button

    Despite providing instructions that using the Save button on the Third Party Question will make the response visible in the database, many who are completing recommendations for our scholarships applicants find this disconcerting. It's not intuitive. They are looking for a Submit button. It would be helpful to us to have a distinction between Save and Submit, because when I look at applications to determine if they are complete, recommendation forms that have been started or drafted, but not complete, appear to me to be complete. There is no way for me to tell if the reference is actually done…

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  20. Mobile Interface

    It has been suggested by a user that we have a mobile responsive (friendly) interface. Thought I'd pass that along since it makes sense to me. Thanks for the consideration.

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Hi All,

    As Chris mentioned a while ago we did implement responsive design into the software. This means the pages will adjust to the size of the screen you are viewing the software on.

    While I am marking this as implemented this is an ongoing effort at Foundant as we continue to make sure we develop the solution in a responsive manner and in some of the most outward facing aspects of the solution even a mobile first approach.

    Thanks
    sammie

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