74 results found
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Add Formula Fields to Custom Reports
It would be very helpful if simple formula calculation fields could be available in custom reports. For example, when creating a fund report with current fund balance and spendable balance fields included, the ability to add a field that would calculate % of spendable balance to total fund balance for each fund included in the report.
33 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank yo
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Custom Reports
When creating a custom report it would be helpful to see the report ID number in the url, similar to seeing a profile ID, to easily identify which report is loaded. I occasionally create 2 similar reports, for comparison, and when updating the name I am unsure which report is open.
Hope this makes sense. Thanks18 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Public Security Sale Details Available for reporting
Include the sale detail fields available on the public security report.
Auditors want to see the audit trail of reciept, gift value and proceeds. The current report options do not allow for a report that shows the sale details11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you
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Report on contact info from individual profiles linked to household profiles
We would like to be able to pull into a report the contact information (email addresses and phone numbers) from the individual profiles that make up our household profiles. These are currently displayed and visible on a household profile, even if the individuals’ email addresses and phone numbers aren’t on the household record itself. Yet if we pull a report on that household, we are unable to pull in the individual contact information from those underlying records.
We populate individual records with phone numbers and email addresses specific to the individual, and we don’t want to have to add that…
11 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Be able to both include and exclude different profile types in reports.
Can you add an option in profile reports to be able to see all profiles that match a specific profile type, but then remove any of those profiles that also match a different profile type. For example if I have a profile that is marked "group A" and "group B", and I want to run a report that shows all the profiles that are marked "group B", but want to exclude any that are also marked "group A".
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Report Filters- Allow more than one 'Profile Type' to be specified as a filter on reports
Add the capability to indicate more than one 'Profile Type' as a filter on reports.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Add Household Steward in Reports when other Household fields are available
We add Stewards to households but when running reports, we often can't pull that field and have to run a vlookup outside of the system in excel. Super frustrating!
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow user to specify dates on all custom reports
Add a date field to all reports, so for example if you create a Funds report, you can ask for the balances as of a specific date.
10 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Default reports - May 2023 Release Feedback
I was just looking at the new version of "default reports" in the Sandbox and they are no longer drillable for the details? The whole point of the default reports is to quickly get information and not being able to drill down or quickly set parameters kind of defeats the purpose. These reports are widely used by the non-finance members of the team and it's been so helpful to have them. Losing them will be very problematic and inefficient.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Custom Reports - Sort Order
Either sort Custom reports by Name or add ability to select preferred sort order within each category. Currently reports are sorted by ID Account (date created)
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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TASK Reports - need to report on who actually entered the task
Task Report entered by: need to be able to report on who created the task.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Vendor Created Date
Ability to run profile reports that show new vendors and who added the vendor flag. This would be a helpful audit tool.
Note - this is different than a profile created date as a profile can be added as a vendor anytime (years) after the profile was created
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Hover or widen Available Fields
When creating a report, there are so very many fields to choose from and, unless I'm missing something, it's incredibly difficult to know what each field means/is generated from. For example, on the attached file screenshot, there are loads of 'Fromgrant' fields but I can't see the whole field name. I can't drag the separator to increase the width of Available Fields so I can read the entire field name. There's no pop up when I hover my mouse over the field. So the only way I can figure out what each and every field is, is to add it…
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow for custom donor reports!
I have a lot of experience with other CRMs that allow me to easily see an overall picture of my donor- how much they give, where they give, etc. CommunitySuite doesn't allow for this and it is very limiting and makes me have to do extra work manually adjusting excel spreadsheets. As a fund development person, this is a very challenging aspect to the system. PLEASE allow for custom donor reports, what is the harm in allowing for that?
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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list cart report
I would like to have a scheduled report of the items in the cart on the fund advisor portal. The scheduled report would provide our Donor Relations team with a prompt for the items in the cart that haven't been processed.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Grants from a Donor Advised Fund - filter cumulative grants
We would like to be able to filter in a grant report by cumulative grants completed for a specific time frame or the lifetime of the fund. We would use this to send specific mailings of appreciation to donors who reach the milestone of donating $100K or $500K+ from their fund. Currently this isn't an option to filter by cumulative total for grants.
8 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Anonymous Fund
When generating a default or custom report, a fund record marked as Anonymous Fund should have the option to be displayed as Anonymous Fund instead of showcasing the actual fund name.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Custom Reports: Rename and Edit ("share" checkbox and Description)
Please allow renaming and editing (the "share" checkbox and the description) in saved reports without having to "save as" a new report every single time when editing or changing the naming or the "share" setting.
Thanks
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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1099 Report - Include Vendor/Organization Email address in the report
Please consider including Vendor/Organization email addresses in the 1099 Report as many 3rd party 1099 vendors such as Track1099 have the option to email the 1099 in addition to mailing them.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Report to calculate future/expected spendable balance
It would be helpful to be able to see the expected future spendable balance taking, for example, recurring grants into account. Today it requires multiple reports to get a projected expected spendable for a future date.
Example:
If a recurring grant is planned for 12/31, be able to see a report that says, "even though spendable today is $X, it's about to be $X minus the planned recurring grant amount."7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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