74 results found
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When creating a custom report, return to where you last entered a filter to add a new one.
It is really bothersome to have to scroll down through all the filters to get to the spot I just added one from, it would be nice when hitting add filter for a second, third, fourth time it would take you to where you were on the criteria listing instead of back to the top each time.
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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Button Goes Blank on Custom Reports
When using Custom Reports and you hit the Ascending button it goes blank. It used to be highlighted, now blank. Can this be fixed?
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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printing reports
Financial reports - I am frustrated by the lack of page breaks when printing reports that run wider than the page, even when landscape orientation is selected. (Examples: Balance Sheet by Fund or Income Statement by Fund) The text just runs off the page and the only option is to scale the print down to essentially illegible levels to make it fit. I had hoped exporting would be the solution, so I could set my own page breaks and column/row header settings in Excel, but the report layout is lost on export. Data just exports into long columns by field…
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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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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Delete columns on canned reports
Please make it so that we can delete columns from canned reports. For instance, on the Donor Report for a Fund there are a TON of columns that are not needed if all you want is a mailing list. It's way too clumsy to create a custom report. If we can delete columns, then we can just Print Page. Thanks!
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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Saving A Custom Report - Default
Custom Report - Saving
3 votes -
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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Donors Report - Output Fields
the Donors Report is exceptional - lots of pertinent data, but the output fields DO NOT INCLUDE the LABEL field. If you need this report for a mailing, you have to manipulate the NAME field so that it can be included on a label or in a letter. Adding LABEL field to this report will allow the user to utilize this vital data (which is lost if you save this report) AND contact the donors within this report for future stewardship efforts.
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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opening balance
Add "Opening Balance" to custom reports. We use this for quarterly reports and would like to run reports to show how much a fund was opened with, rather than having to go back and pull opening gifts manually.
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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Custom donation report - exclude anonymous donor names
When running a custom donation report, donor name shows up in the report even if the donation was anonymous. It's possible to entirely eliminate these from the report by filtering, but I'd like to be able to create a report like what's generated from the portal, where "Anonymous" is the donor name. That way, I can generate forward facing reports for donors with select fields, and can recreate them without having to delete/rearrange data. 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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trans ref filter
Currently the Trans Ref field only allows a simple filter. I am trying to create a custom report that would pull back multiple values for this field, but it will only allow me to enter one matching value at a time (thus I have to create several instances of the report rather than one consolidated version).
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 Profile Fund Categories to Fund reporting
I need the ability to run reports on funds and include the Profile Fund Category linked field. For example; we identify the Fund Founder(sometime different then the advisor) for our development plan. I have a custom Fund Report but can only add current Primary Fund Advisor and Fund Advisors.
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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Funds Underwater Report - Closed Funds
I discovered that the Funds Underwater Report will not show closed funds. When our auditor's ran the report for 12/31/2020, it excluded an underwater fund because that fund was closed in January 2021. I worked with the help desk. They acknowledged that the report used to capture closed funds, but a recent change now causes them to be omitted. I was told I could open the fund, run the report, then close the fund again.
I think the Funds Underwater Report should include funds that have been closed after the report date (in my example, report date 12/31/2020, fund closed…
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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Reporting for Reclassed Transactions
It would be very beneficial to be able to add a "reclass designation" to a Custom GL report so that we can easily find transactions that have been reclassed at some point.
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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