59 results found
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Easier report user interface
Running reports is too complicating. It would be great to have an easier user interface for running reports / saving reports / even automatically emailing reports on a pre-set frequency.
Have a standard batch of already created reports for the most commonly run reports where you can easily adjust a few parameters/filters like process, date range, funding category, etc..
But also keep the ability to customize a report if a standard report does not give you the information you require.
36 votes -
Stop report from running until all filters are added.
I have a few reports with large data sets (160 rows, 66 columns) and include several filters. Each time I add a filter I have to wait for the form to add the filter and reload the data. It takes several minutes. I would like to see a feature where I can add all the filters I need and then click a button to run the report. Can we pause the report from running until we are ready?
3 votes -
Show the Debugger Trace Report
I would appreciate if the text "Show the Debugger Trace Report" did not get exported into Excel from a report.
3 votes -
Fund Advisor Portal Reports
After talking to Foundant Support, I think it would be nice for fund advisors to be able to generate reports. Specifically, if fund advisors can pull a report with donor names, addresses, gift amounts, etc., rather than having to click into each donor's profile, would be helpful for the nonprofits and donors we serve.
2 votes -
run report on who modified a form
It would be helpful if we could run a report on who the last person was to modify a form. For example, if an admin prints follow ups and marks them complete, it would be great to see who marked it complete if we have multi staff working in the follow up stages.
5 votes -
Report for Visibility by Question on Form
It would be extremely helpful to be able to run a report that gives the current visibility status for each individual question on a form. We change visibility on our LOI after our initial review is complete. In addition to needing to change the visibility setting on each question one by one, currently we can only validate that the setting have been correctly updated by manually reviewing each question again, one by one. Thank you for your consideration of this capability!
3 votes -
If you create a report in Reporting Data Sets, you should be able to set it to run at designated intervals, and the system email it to admin
Once we create a report in Reporting Data Sets, we should be able to set it to run automatically at designated intervals (every week, every other week, once per month, etc.), and then have the system email it to administrators when it runs. We relied on this feature in our previous software and our work is impacted by this missing feature in Foundant GLM.
2 votes -
Report Creation and Distribution Automation
We'd find the capability to have a particular report auto created on a specific schedule and then have that report available to be emailed (or otherwise served) to a group of users very useful in our grant review process.
Our use case is in the final days of our application review period, needing to send a report of all incomplete evaluations to grant review team leads so that they can reach out to their team members with a reminder to complete their assigned evaluations.
21 votes -
Export Form Questions via Reports
Would like a way to export the questions that are asked in Application, Evaluation, Follow Up forms via the Reporting function. This would be used to compare questions that are asked across different processes.
6 votes -
Comparative balance sheets with the ability to input comparative date
IT would be nice to have the option to select the comparative date in the balance sheet comparative presentation instead of only having the listed options (year over year, month over month). For instance, I would like to compare my current balance sheet to the prior year end, and then be able to prepare a cash flow that ties into it for the YTD. In that way, I can have a complete set of financial statements (balance sheet, income statement and cash flow) that all relate to each other for the same time period.
2 votes -
Make Grant Category field reportable
Please make Grant Category a reportable field! Why make us create a custom field to have a second layer of grant categorization when there i
3 votes -
Add 'Unresponsive" as a dropdown for grant reporting
If a grant recipient has not completed required reporting within a specified timeframe AND has been unresponsive to outreach attempts, it would be ideal to have the option to mark the report(s) as incomplete/unresponsive. That creates a marker for future grant considerations
3 votes -
'Archive' button in GLM reports?
Please could we add an 'archive' button or feature to the reporting section so reports or data sets can be hidden from the main page but not deleted? Right now the options are to have a cluttered reports page, or delete entirely.
52 votes -
"AI"
Hello! Loving the new AI Summary. Can that field soon be available for reports and merge documents? Thanks!
4 votes -
Add Organization Comments to Reporting dataset
We are looking for a way to document in Foundant which organizations have been impacted by the uncertainty/withdrawal of federal funds and the extent to which they have indicated to us that they have been impacted.
Organization comments on the "Organization Summary" page seem to be an appropriate place to document the information, but there doesn't seem to be a way to pull these comments into reports.
Would it be possible to add this data field to the reporting dataset for the organization?2 votes -
Ability to Customize Positive Pay and Check Register export templates
It would be great if there was a way to customize how the Positive Pay and Check Register reports are generated. I have never had two banks that require the same import file, leaving an individual to manually create this upload based on frequency of check runs, which for some people is weekly. This results in time lost weekly to alter a report that could easily be customizable.
1 vote -
Evaluation Closed Date
Ability to pull a report by the date an evaluation was closed
2 votes -
to include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
please include check box questions in the types of questions that can be pulled in as columns from buckets in the dashboard
1 vote -
Access Documents Tab in Reporting
We should be able to pull files from the Documents tab from each request in the Reporting tab and have them accessible through clickable links.
3 votes -
Historical AP Aging
This has been posted before and marked implemented, yet it wasn't actually implemented. Community Suite has an AP Aging report when you select Accounts Payable. Looks great, is exactly what one expects when running an aging report. But if you select Historical Aging, then the output is completely different. The report is sorted by fund, and has absolutely no aging aspect to it at all. It also throws out a bunch of weird items that don't show up on a normal aging, described as "unknown". Please, create a historical aging that functions the same way that the current aging does.…
1 vote
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