72 results found
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include all data fields if record available for a report
If a record is included in the list of data to select for the report, allow all fields on the record to be added to the report. Example: opportunity report allows me to report org role id and type but not the start and end date. We track when donors are added to our legacy society through org roles (because it's dated) and stewarding those members through opportunities, it would be helpful to know when they joined (start date).
3 votes -
Abiltiy to Include Advised donation dates in First Donation Date
Currently, when I run reports for new donors using the First Donation Date the report is inaccurate because I am not able to filter and/or see their advised donation dates.
For example, if someone always gives through their DAF but gave today through CC the reports says they are new based on the First Donation Date but that is not accurate, because they have given before through other charitable vehicles.
We have enough of these instances that make a simple report take much longer to aggregate and lowers the staff's overall confidence in the acuracy of the system and its…
3 votes -
Report to export profiles with pictures
It would be great to be able to export a report with profile pictures. We would love to use this report for events to circulate among our staff before the event.
1 vote -
Add Grant Card Fields to Reporting
At this time, no fields are available in custom reports. There is a wonderful report built into the grant card groups (just by hitting the export button), but there is no way to recreate this in custom reports for all grant cards together. Instead you have to manually click into each grant card group and export each group to it's own file. This is not a good solution. If the grant card fields can be exported into an excel file from the grant card group, can we please add these to custom reports so that we can actually make use…
4 votes -
CRA reporting
For the new CRA Reporting function, running a T3010 report of grantees does not include schools. We issue our scholarships directly to the universities, so we need the report to include these payments.
I thought when I ran it initially the schools were there, but running it now for our auditors, they are not. A fix would be great, thanks!
1 vote -
Add option to 'set notify' in custom reports
Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.
7 votes -
Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
17 votesThere is an "org contact name" field available in profile reports. This field pulls in the primary contact name on an organization profile. I was just able to create a check to the organization without the name printing on the check. If someone feels this is not working correctly, please let me know.
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Add totals to reports
When pulling a grant report, voucher report, funds report, and several others, there is no total included when you select 'see all'. We have to export the report and have excel calculate it. It would be much easier and faster if it was included. With the Funds report, it includes to totals of each fund type but not the total of funds. It would also help if that report showed the percentage of assets in that fund type.
5 votes -
Create Custom report option for Loyal Donors
I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.
12 votes -
remove grants in "New Bucket" from Grants Dashboard
I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.
1 vote -
Dashboards- Filtering by custom fields
Be able to filter dashboards by custom fields like you can custom reports. We use custom fields and would like certain donations filtered out by this custom field within donations.
5 votes -
Non Tribute Gift Reporting - Donor vs Donation reports
This defect or design issue was discovered in comparing our non-rolled-up donation report (#1660) which indicates that there is a tribute made by a particular user during a particular time period, while the rolled-up donor report (#1699), using the exact same fields, does not. The fields used are Tribute Name and Tribute Donation. With help from Support, we learned that this particular donation lands in the Non Notify Tribute field because the donor did not populate the Whom To Notify Field and/or did not select the mode of notification. The workaround given was to use the Non Notify field in…
5 votes -
Tracking Old Donors!
I need to know the last 3 Donations of a Donor when creating the weekly report. This will allow us to modify our salutations to them.
0 votes -
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
12 votes -
Fund Dashboard
On the "details" tab of the fund, you have the asset balance clearly visible. occasionally, other staff think that is the available balance but it isnt. it would be nice to have the following below the asset balance or along with the asset balance: grants payable/accounts payabe, net available balance, YTD grants, YTD gifts, YTD Other transactions.
3 votes -
Tasks - custom report fields
In creating a custom report for tasks, we can pull a Profile ID but NOT Profile Name. We are not sure why we cannot pull the Profile Name. Can this please be added.
7 votes -
Sorting reports including both individual and household profiles
When creating a custom report that includes both individual and household profiles, the report cannot be sorted by Last Name. A solution to either include last name in the Household profile or to somehow easily sort a report by last name would be ideal.
6 votes -
Filtering by Custom Field in Donor Report
Gifts adjusted in FIMS (debit and credit the amount) were counted in the count gift number in the Donor report. Sometimes, these gifts will show in the donor report's last, largest, or first field. Can you allow us to filter by custom field in the donor report to exclude these adjustment gifts?
The number of gifts for this donor should be 7 instead of 11 and the last gift should be $2,000 not -$2,000.00. Please check the attachments.3 votes -
Donor Report Vs Custom report
It appears that when creating a Donor Report for a Fund, which can give you helpful information immediately, does not translate very well to a Custom report.
You have the ability to "save" the Donor Report, but when you open it up under a Custom Report (Which is where it ends up) all the columns are completely different. Therefore, giving you different information.
Both the Donor Reporting tool and the Custom Reporting tool give you different abilities, which are not always available for both options. It would be nice to streamline these reporting abilities so you can add/remove more information.
7 votes -
Grant rollforward report
Grant rollforward report for audit: Start with beginning of period payables. Have columns for new grant awards, payments, cancellations, refunds. End with end of period payables. Be able to see grand totals, fund totals, individual grant amounts.
4 votes
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