87 results found
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pull comments in report
Comment data - We need to be able to pull comment data from Foundant. This is critical for our clients and this is where we are able to track all updates for organizations. Currently we are having to keep up with this information on a spreadsheet and we are needing a one stop shop for all activity concerning a organization.
9 votes -
Close Request pop up after marking report complete
Add option to "Close Request" after marking final report complete. Right now you have to go back to the request to do it, or do it in bulk.
12 votes -
Remove the grey!
Can we default reports to export without formatting? The grey seems unnecessary. It would also be great if emails through the system weren't grey either. Thanks!
17 votesHello,
Over 2025, and into 2026 we will be implementing a new data visualization tool and additional export functionality. Please keep an eye out for release information.
-The Foundant Team
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Report to show Board Members by Organization in GLM
I wonder if there is a way to create a report that shows certain information by Organization. For instance, if I wanted to see which organizations are in a certain area, I could run a list with addresses. If I wanted to see Board information for a particular Organization (or Organizations) I could run a list that would have the Organization name along with a list of the board members they included on their most recent grant request. Or maybe I could go to a certain grant cycle and run a report on that one cycle that shows addresses or…
6 votes -
scoring
For excel reports to be able to pull the total score of all evaluators on an application
3 votes -
Reporting Filtering Permission
Add Additional permission to restrict a user from being able to filter custom reports. The current most restricted permissions for viewing custom reports retains the ability for the user to edit the existing filters on the report, then in part allow the user to view any information they desires to filter down into.
2 votes -
charity check report
Export ALL GuideStar Charity Check Information
There is an archived idea with this same title that shows as "Implemented", but that's not actually accurate. Currently, the only Charity Check fields available in the reporting tool are:
Charity Check Verification Date
Charity Check Tax Id
Charity Check Publication 78 Date
Charity Check IRB Date
Charity Check BMF Date
Charity Check Deductibility Code(s)
Charity Check Non-private StatusThis leaves out a whole host of other fields that display in the Charity Check tabs. At the very least I would like to have access to the Charity Check organization name so I can…
6 votes -
Create a reportable field that captures the date that an applicant starts a process.
I run a report called "Pipeline" that shows all applications in process (draft, submitted, evaluation assigned, etc). The report includes the submission history showing when the request is initially submitted, however, there is no way to capture in the report when the actual application was first started. To get that date I have to go into each application and click on the request history tab and then manually add that date into my report.
2 votes -
Reporting on Pinned Comments
I know it is not currently possible to report on pinned comments, but if there is an opportunity to add that feature in the future it would greatly be appreciated. One of the main ways we used pinned comments is to make notes about previous grantees who have not submitted long, overdue reports or had another important interaction that it is helpful for all administrators to know.
It would be helpful to run a report on all the pinned comments so that we can know if we receive a future LOI, I can quickly review a report of all pinned…
5 votes -
Grantee Survey
Our team is interested in creating a survey for our grantees to utilize to help gauge our giving effectiveness. We would like to be able to assign grantees this survey and compile their answers on how satisfied they are with our application process, communication, etc. A follow-up form would not be as conducive, since it would only pertain to a certain grantee regarding a certain grant request. Would this be something GLM could incorporate?
1 vote -
NTEE Code Not Available in Reporting
The NTEE Code and NTEE Code Description are not currently available in Reporting. This is something we wish to start looking from a Financial & Compliance perspective.
1 vote -
Evaluator progress
We need a progress report, accessible from the Dashboard, that shows the progress of each evaluator by # of evaluations and what status they are in: No login, Pending, Draft, Complete. A quick color coded bar: White, Red, Orange, Green would be all that's needed and make it easy to identify who needs to complete evaluations as deadlines draw near. This could also be accomplished by buckets of status, with evaluator names located within each bucket OR a Percentage Complete after each Evaluator name. And of the above three would help in identifying evaluators that need a nudge.
2 votes -
Decimal places for scores
Add decimal places / decimal points for scores so that we can view differences in scores that are very similar. This is extremely important for reports but also helpful for reviews (evaluator views).
1 vote -
"Internal Description" in Campaign should be specific to campaign
Currently "Internal Description" in a marketing campaign pulls existing data from the internal description on the Fund that is connected to the campaign. It would be helpful if "Internal Description" was its own field connected to the campaign itself and could be used in reports. This would enable another source of data for campaigns. Or it would be helpful to be able to have a custom field for campaigns.
2 votes -
soft credit
I would love to be able to include Soft Credit information on Donation Reports.
2 votes -
Year to date/year at a glance
I want to be able to see on my dashboard total requests vs total approvals, and total amount $ awarded for the current year to date and the entire year prior.
3 votes -
Score Field Improvements
Have 2 Score Fields in Reporting - one for LOI Evaluation Scores, and one for Grant Application Evaluation Scores. For Example, this would eliminate the need to filter out the scores when creating Reports for a process that has an LOI (because the current "Score" field combines the scores of the LOI and the Grant Application). Once the grant applications move onto the Evaluation stage, Board Members prefer scoring on the grant application because it's more current, and for Foundations like ours, we conduct in-person site visits, and Board Members are completing the Application Evaluations based on our site visit…
3 votes -
AI Summary Reporting
I love the new feature for the AI Summary on LOIs & applications. However, I would like to be able to pull the AI Summary into a report or search.
Thank you.
3 votes -
Filter Organizations (Active vs Archived)
Suggestion: Having a preexisting field(s) that allows the user to filter active from archived organization in reports without the need for filtering out specific organizations using the "organization name" field.
5 votes -
Add a bar chart for "Total Submitted Applications" to the Metrics Dashboard.
Add a chart for "Total Submitted Applications" in addition to the existing "Unique Applicants" chart.
2 votes
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