72 results found
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Custom Metrics Dashboard in addition to the Native Metrics
With the new Metrics Dashboard implementation, it would be helpful to build customized metrics for charts & graphs. For instance, a metric analysis that shows our giving by our focus areas on our application and/or a metric that shows our giving by geographic location areas.
Both of the above metrics are questions on our application with drop-down boxes.
2 votes -
search by check batch number
It would be helpful to have the ability to search by check batch number. Currently, I see no option under the custom check report to include batch number as a field. This makes references to check batches less useful. E.g., a description in a recent background job said "Generate Check Documents: Batch 2372" but I couldn't search by the check batch, and the only way to locate it was to manually click through all of our bank accounts and look at the posted checks until I found batch 2372.
2 votes -
990 Grantee Report - International Grantees
For the Form 990 I need to get a list of foreign grants. In my old system I could sort the grantees and get the foreign ones. Please add a way to classify a gratee as foreign and them add that to the filter. I am sure there are other NFPs that need to get their foreign grants in an easy way.
3 votes -
Donor Rollup - Add Advised Donation Last Date
Hi, the fundraising team requested the last donation date, amount, and fund name. I ran the Donation Rollup report to grab all the information I needed. Unfortunately, the advised donations have the fund name, donation date, and donation amount but not the last donation date; it shows blank. Would be very helpful to provide us this information.
5 votes -
Please have a report for Custom Fields Donations
Please have a way when you choose Custom Fields then ID you can pull a report from that particular field. Very important when we enter donations during GIFT Matching.
9 votesCustom fields are available as both fields in a report and as filter options. Please search for a custom field name to see the fields/filters. This should satisfy this request. If not, please reply.
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Agency grants should be excluded from 990 report
Please provide us a way to exclude agency grants from the 990 report - thank you.
4 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
58 votes -
donation count
Please add a way to filter all the donors that gave X number donations in a certain time frame. I need to see, for instance, 50 donors gave 2 donations, 68 donors gave 3 donations, 110 gave 5 donations last year.
I asked tech support and was told there's no way for CSuite to search by donation count. I can see the donation count per donor, but I have thousands of donors. It is a major waste of time to download a report into Excel and then manually count them.
This is a standard functionality found in every other donor…
3 votes -
Add Vendor ID to Check Voucher Report and Voucher-Vendors Report
Please add the Vendor ID as a field selection in both the Check Voucher Report and the Voucher-Vendors Report.
1 vote -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
31 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
19 votes -
Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on
To assist with knowing which profiles have been created via Stripe, add 'StripeID' as an available field in profile reports for including as a column and as a filter. This will help with identifying duplicate profiles due to Stripe not matching on criteria specified. Not all duplicates show in the Duplicates listing.
12 votes -
Custom Report Filter: "AND" "OR" logic within one filter
It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).Examples:
(1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
(2) filter "profile type" IS "x" AND IS NOT "y"36 votes -
Additional Campaign Reports needed
There really needs to be more options for reports under campaigns/reports.
It's hard to pull reports for notes by campaigns.
List of profiles within a group or request, except by the guest list
no way to pull "unassigned" ticket report.17 votes -
Allow editing a custom report name, description or sharing without having to save as a different report
It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.
22 votes -
Add # of Gifts field to Profile reports
You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.
39 votes -
API for CSUITE that works with PowerBI
There is an existing API for GLM and SLM. It would be great if the API would work for CSUITE
11 votes -
990 Report - Option to filter to DAF
We need the option to filter to show only DAF gifts and grants. The current report shows all donations. We are also required in Schedule D to show only DAF donations and grants. This cannot be accomplished with the 990 Report.
14 votes -
Report on 1st time donors to a fund, including fund advisors
As a community foundation, we would like to know who are the first time donors to our operating fund on an annual basis. While we can run a donor report with information on individual donors (like first date and last date of donations), we receive a lot of donations from institutional funds (Fidelity, Schwab, etc) and it isn't possible to bring fund advisor information into that report.
12 votes -
Report field to indicate if a grant is a multi-fund grant
It would be great to have a field within custom reports that indicates if a grant is a multi-fund grant or not. Currently there is no way to show this and multi-fund grants appear as individual grants based on the fund rather than one grant that is paid separately. This makes reporting on multi-fund grants a very manual process.
Thank you!
11 votes
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