Organization Report
It would be great to have a data set for Organizations. Similar to what you have for evaluations, payments, installments, etc.
"One Row Per Organization: Each organization is represented by its own row."
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Ryan Campbell commented
I agree. We do a lot of comparing between current funding and past funding for individual organizations and groups of organizations on specific annual grant cycles. Being able to show multiple years of data for the same organization on the same row on the report would be very helpful. It would be great to be able to pull from multiple processes and have the results show up on the same row as well. For example, showing past funding for the same organization over the past 3 years with each year being a separate column.
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[Deleted User] commented
Data Set for Organization would be very helpful. The organization Packet contains all the information needed; number of requests, number of requests granted, total granted - would be very helpful to be able to pull that information in a report.
When presenting a "cohort" of potential grantees to our Directors/Board, they like to have the information on whether the organization is new to us or if we've funded them before. If it's the latter, how much we've awarded them up to this day.
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Anonymous commented
We would like to be able to report out on the sum total the system creates in the Request History tab. That would be a HUGE time saver for us in writing reports . . . adding up an org's total request, etc. Thanks.
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Hilary Evart commented
I am baffled that there is not a chorus of voices calling for this fix. Please prioritize. Thank you!
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Hilary Evart commented
When building an Excel worksheet for Trustees, I learned that there is no easy way to provide a total cumulative $ figure for past awards to each organization. Can a tab be added at the Organization Summary level that reflects past support, and which I can pull into reports?