71 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 -
Improved chart info selection for reports
Currently to change your Chart Info selection from one field to another, you must unselect the current field and then select your new field. Otherwise it will show Null for your labels or nothing in the chart values. Ideally you would be able to select your new field and it would automatically unselect the other field from that Chart Info type (Description/X-Axis or Data Value) since only one can be selected for the current chart types.
1 vote -
Reports to automatically filter on "last date" and default by the user's report
Reports should automatically upload user's personal reports by default, and be able to sort by date
1 voteYou can see a list of your reports by selecting your name in the top right hand corner when logged into CommunitySuite.
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please add "profile log" to custom reports for Profiles - for "Stripe" profiles identification
Please add Profile Log to the Profile options in custom reports so that we can identify which profiles are being set up by Stripe. This will help us with our Profile clean up process. Thanks!
"Profile 55715 Log
When What Who
2024-03-27 11:57:28.847463 Created from checkout system"1 vote -
upload IDs with Donor ID
Currently, you need the Profile ID or Fund ID to do an Upload in Custom Reports... could we add the option to upload by Donor ID?
1 vote -
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 -
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 -
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 -
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 -
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
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