74 results found
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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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"One of" or "Not one of" operator to pull multi choices from a dropdown field
I'd like to have option to pull multiple choices from a dropdown field or exclude couple of choices from a dropdown field
Ex1: description has multichoices:Agency distribution, multifunded, General support, Annual Appeal, etc. I like to pull "one of" operator the description "Agency Distripution" and "General support".
Ex2:I like to exclude "Not one of" operator the description multifunded, General support.2 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 option to remove decimal points
Add option to remove decimal points on standard reports: Income Statements etc.
3 votesHello,
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Thank you
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Adding nontraditional fields to reports
Is it possible to add fields to pull into reports that aren't traditionally activated, for example the EIN numbers of grantees?
1 voteHello,
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Bring back the Day Option on the Cash Balance report
Please bring back the option to view the Cash Balance report by day. I use this report to calculate prorated admin fees on funds that retire before the end of the quarter. Thank you!
4 votesHello,
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Custom Report - Filter on Cleared checks - Unable to use No
The custom report field, Cleared, that allows us to show which checks are reconciled does not allow the filter of 'No'. If the check is not reconciled the field is blank. The filter only allows for Yes or No filter options. Selecting 'No' removes all items.
The field should be either Yes or Blank or if the check is not reconciled, add No to the field on the grants, scholarships or vouchers.
2 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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Account # needed - Beneficiary Grantees/Funds report
Account needed in Beneficiary Reports.
Looking to include the account associated with the beneficiary transfer - we use 1 account for organizations, and another for internal funds.
Would like to have this visible in report, to review for consistency.2 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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Too many custom report filter options! It would be great to click through the groups needed only
It is really tedious scrolling through all the filters to find the one you need. For example I have never used the Employee filters. It would be great if filter options could be housed under a category and then clicked when needed. This would make the interface much easier to read.
1 voteHello,
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Thank you
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Add last run date to list of custom reports
Within Custom Reports, to assist in report management within our database, it would be nice on that main screen where it shows the ID, Name, Share, Employee, API, it would be great to have a last run date populate so that organizations know when the report was last used.
4 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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Donation report based on unfunded grants with donor address and phone information
Be able to create a donation report with donor address & phone information based on donation amounts that have gone to different grant catalog unfunded grants.
1 voteHello, 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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Pledges Custom Reports
Include payment cancellation as a field for pledge custom reports.
By adding the field, users could calcuate the outstanding balance using amount-paid-cancelled payments.
The field is available in the pledge payment report but the report dupicates the total amount paid in each payment line.
1 voteHello,
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Thank you
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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,
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Thank you
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Custom Reporting for Grantee Fields
Requesting grantee fields availability in a custom report--including the charity check information.
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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School charity check
It would be very helpful if the List of Schools report from the Grantee tab would include the date of the last charity check instead of the date created. More useful information to have readily on hand.
1 voteHello,
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Thank you
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ACH Reporting ability
I'd like to be able to run a report on a segment of funds as we are in the process of starting to implement ACH pmts. If I could run by those that we have the information on versus those without would be a great help!
1 voteHello,
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Thank you
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Correct Reporting for Public Securities
When pulling a report for Public Securities if you have a donor that sold various securities on the same day as part of one single overall donation it lists it multiple times and creates improper reporting to our auditors.
You should also be able to export this basic report from the Public Securities page instead of having to create a customer report.
3 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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Export/Import Custom Report Selections
It would really be nice if there was an option to export the selections in a custom report so that they could be imported back if needed. This would allow us to either design a report in the Sandbox, export the settings, and then import them in Live. Or maybe more commonly, retrieve the selections from Sandbox if you made changes in Live that you'd like to revert back to, available in the Sandbox.
6 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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Parent Funds Reporting
We have 6 parents funds with multiple child funds. This a great feature for balance sheet and income statements, but for some reason, you cannot build gifts or grants reports based on this parent logic.
1 voteHello,
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.
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Thank you
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