64 results found
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country
Right now, your Country Code field shows a full country, but then EXPORTS it as a two letter abbreviation. This makes it functionally useless for any reporting because we need to know what country something is in and not the two letter abbreviation which I fail to understand the usefulness of.
1 vote -
SLM - Limited Eligibility Quiz Information using Reports
You can currently pull specific question responses for "Passed" eligibility quizzes using the Foundant reporting system (by selecting Approved on pre-filters). However, you cannot pull responses, emails, etc. for those that have "Failed". We would like to analyze those answers, retrieve contact information and other basic functions using Reports for additional follow-up.
6 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
9 votes -
Add "grant manager" assignments report field
Allow us to pull a list of the "grant manager" assignments for all assigned requests by adding a data field under "Processes" and "Requests" in report data sets.
I'd like to be able to pull a report of which staff member is assigned to each request. Currently, I have to proxy as each staff member to pull each list individually.
3 votes -
"Click to Drill In" on Amount Awarded on the Dashboard
It would be wonderful if there was a "click to drill in" ability for amount awarded on the dashboard.
4 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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Increase character count on the "Comments" tab in Organizational profiles
It would be great to have the ability to increase the character count in the "Comments" tab under Organizational profiles. We use the tab for a summary of a grant once it is closed and any grant management comments of note. We often find that with grants that are a year long or more, we have far more to write than the current character count allows.
3 votes -
track response to evaluation question
Can we add a feature to reporting to be able to pull responses to specific questions on the evaluation forms? I have a question that is an action item: Refer to Board, Ask for more info, or deny app.
I need a way to count the # of responses to this question by their answer. We use this + eval rubric score to assess the quality of the applications we receive. I've not been able to figure out how to pull this in the reporting module.
4 votes -
Create the ability to recover deleted data sets from reports
Create the ability to recover deleted data sets.
2 votes -
Opportunities within a UA process updated after evaluation concluded
Can the number of students that are eligible for our active opportunities within a UA process, be updated once the first evaluation is determined? We had 223 students eligible for one of our opportunities, but then once they were evaluated they were no longer eligible, but that number in opportunities did not change.
1 vote -
Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
4 votes -
Add Form Creation Date to Reporting field options
Clients want to know when a LOI or Application form was first created. This field is available to select in Search Requests & Decisions but is not available to select when generating a quick export, nor is it a field available in reporting). Clients have no way of reporting on this date.
13 votes -
"Select all fields" option.
When creating a new report data set, it would be nice to have a "select all fields" option in order not to have to select each field.
12 votes -
Track usage/traffic
It would be nice to be able to see how much traffic our Foundant site gets from applicants. For example, does traffic go up after we run social media posts? We can currently run a report to show applications in any status, but that doesn't capture everything, like people who log in to work on an application that remains in draft status.
6 votes -
Closing out incomplete final reports
We have a few grantees who missed completing final grant reports from some years back.
It would be great to have the option to close a request that would still show the final grant report as a draft or incomplete somehow in the organization's request history. It could be coded as "incomplete" or something similar. In order to clean up the dashboard, right now the options are to 1. unassign the follow up, 2. submit the follow up on their behalf, or 3. have it show up in the follow up draft bucket indefinitely (ie not clean up the dashboard).…
4 votes -
Summary report for individual reviewers
Would like to ability to generate a report for each individual evaluator so that they have a summary of their scores, comments & recommended amounts, so that they can reference it during grant discussion meetings. Currently, there is no report builder field to check to called "Evaluator" or "Reviewer."
113 votes -
Folders for Reports
It would be nice to create folders to organize all the reports created.
104 votes -
Check/Uncheck All in Data Sets
When building a data set to run a report, it would be great to have a check all/uncheck all box. When I'm building my general data set to build my individual scholarship reports from it's very time consuming to have to check every single box for each question in the data field step.
29 votes -
Pull report by date
I would like to be able to pull a report by date. For example all grants paid between June 1, 2016 and October 31, 2016.
29 votes -
Way to organize/group/file Saved Reports
I am relatively new to making reports, but I am finding it challenging to keep track of the reports and find the ones I need efficiently. It would be helpful to be able to group reports by topic, such as Approved Grants, Denied Applications, Fiscal Year, etc. We are thinking of a good naming convention to help with the sorting and finding (all suggestions welcome!).
9 votes -
evaluation score -
this would be so Cool... the system already calculated that average evaluation score. Could this be a field that is generated so we can use it in reports so that we don't need to create "this fun formula" : thanks :)
11 votes
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