40 results found
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Organization History Quick Export
I would love a "quick export" option from the Organization's Request History tab. So many ways this could be valuable.
2 votes -
Report generation for Giving Circles (role)
We would love to provide our Giving Circles the ability to run their own evaluation reports so when they meet as a group they can discuss their own evaluations for submitted grants. Much easier for them to do it than staff. If this needs to be a new role assigned that would be fine.
1 voteThanks 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
-The Foundant Team
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Data sets: converting blanks to zeros
It would be great to have the option to convert every blank in a column to zeros. Foundant datasets will not let me use formulas on a set of cells if one cell in that row is blank. Many of these cells will often be optional, and we don't require grantees or staff to fill it out of the answer is 0, but we would like the reporting system to register it as a 0.
2 votesThanks 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
-The Foundant Team
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Request Status dates
It would be extremely helpful to be able to pull the "Request Status" by date filter into a report. We added new custom impact rating questions to some of our forms to track the success/impact of the grant and would like to pull all grants closed in a particular fiscal year to see that data. Right now we can only pull closed grants by decision date which doesn't give us what we need.
1 voteThanks 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
-The Foundant Team
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evaluation summary
Our committee would like to see a summary of all evaluations by process. Similar to the option we have with merging template for applications that spits out a word document. This would be helpful for our committee discussions.
1 voteThanks 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
-The Foundant Team
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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."
7 votes -
Include name of the report on the Run Report page
Currently I only see the name of the Data Set, but not the name of the report I am working on, on the Run Report page. When I change the filters or fields on a report and save it as a new report, it would be incredibly helpful to see the name of the report in addition to the data set.
6 votesThanks 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
-The Foundant Team
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Create a way to store and easily access formulas used in reports
It would be wonderful to be able to save report formulas so I do not have to copy and paste from another report each time I want to add a formula. For example, I use a formula to calculate Payment Fiscal Year, and a different formula to calculate Decision Fiscal Year. Right now I store them in an excel spreadsheet, but it would be great to be able to "Save" formulas and then select them by name for any report.
2 votesThanks 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
-The Foundant Team
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Allow an Organization's Description to be Exported
When we pull excel sheets, we list the description of the organization with the grant information each year to present to our Board. Instead of having our applicants re-enter that information or manually entering it year after year, it would be helpful to allow the "Description" information in the Organization Summary section be exportable in the Reports & Data Sources tab.
2 votesThanks 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
-The Foundant Team
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being able to sort follow up reports by approval date
I am running serial reports on a follow up in batches as they are reviewed and marked complete. It would be nice to be able to filter these reports by the approval date. Right now I can only sort by initial submit date or date modified. If the report was modified after submission by one our administrators - for instance if we had to contact the grantee for additional information, that date effects our ability to run serial reports based on the last report run. Simple solution - add date completed for follow ups.
3 votes -
Reporting Administrator
I would love to be able to establish an administrator who is not able to change any data but can set up data sets and reports.
2 votesThanks 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
-The Foundant Team
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read only option for reporting
Hi,
It would be helpful if we could have a read only option for reports. Recently staff has been in my reports and saving different filters (instead of saving a different report) without my knowing and when I go to review reports I think that there is tech glitches. Secondly maybe in that read only mode, they can only modify that report if they save it under a different name.
Thank you,
Jess
1 voteThanks 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
-The Foundant Team
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Third Party Responses/Reporting
We have a teaching awards program that includes two third party responses in the nomination (application). One is for the teacher that is being nominated to complete and one is for the teacher’s principal to complete. A few times during the nomination process we like to pull a report so that we can see who has and who hasn’t submitted their third party response. The way that we have been doing it is to include the date and signature fields from the third party response in the report, but what we’ve found is that sometimes those fields have been completed,…
2 votesThanks 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
-The Foundant Team
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Reporting as of a date
I would like to have the option to pull reports in Foundant "as of" a certain date. We use information stored in Foundant for grants management, as well as for accounting and tax purposes. It would be extremely helpful to be able to pull reports in Foundant "as of 12/31/2015" or "as of 8/31/2016" etc. A common need for us is to know what was outstanding as of the end of a certain month, quarter, or year, and currently is very difficult to get that information. If anyone has an idea on an easier way that doesn't necessitate an "as…
2 votesThanks 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
-The Foundant Team
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Adding the follow-up report due date as a data field for reports.
Adding the follow-up report due date as a data field for reports. I need to run a report but some of the results that are coming back do not apply as their follow-up due date is outside of the regular schedule, which means I have to manually sift through those grants to determine which ones truly belong in my report. It would be helpful to be able to filter based on when the follow-ups are due, but that is not currently a data field choice.
9 votesThanks 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
-The Foundant Team
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Add multiple report filters to run all together instead of one at a time
I suggest you allow multiple filters to be added to a report BEFORE the report runs. I am pulling from a large amount of data. Every time I add a new filter it runs through the whole set, and I have about six filters to add.
3 votes -
fix downloading reports
When I go to download a report the reporting software continues to "think" and try to load even after the .xls or .csv files are available for viewing. This means that you have to quit out of the screen to download a new report and, unless you remembered to save all the changes you've made to filters/the report, you lose all the filters/fields you just selected.
4 votes -
Reordering Reports
It would be helpful to be able to reorder Saved reports. I can sort alphabetically, but would like to be able to keep the reports that we use most frequently at the top.
3 votesMoved to Archive during a clean up effort in April 2024.
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Cross populate from reports back to database
Would be useful if we could cross-populate from reports back to database. I.E. if a field in the database that is filled in the approval process is missing, it would be much easier to fill in a spreadsheet environment (reports) and then populate the database versus having to open every single grant approval to enter the missing information.
Idea posted February 24, 2013 by Diana Rode, Judy Family Foundation
0 votes -
Allow Grant Managers to run reports
Is it possible to allow Grant Managers to access the Reports & Data Sets section? Many people here had been running their own exports to do merges, but are now forced to ask an Admin person to do this for them and, possibly, wait until they have the time.
0 votesThanks 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
-The Foundant Team
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