50 results found
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Print Reports to PDF - Format Options
It would be great to have a few customizable options before a report prints to PDF. Among those: 1) TITLE: currently prints with the root data set (ie COMMITMENTS): can it at least print with the REPORT NAME as the title, or, even better, with a customizable header? 2) LANDSCAPE v PORTRAIT 3) Color Scheme: Even a set of 8 different color schemes could be really helpful to not have to re-format before, for instance, a board meeting. The grey is ok, but being able to pick the foundation colors / more presentable gradients would be great. 4) Margins /…
4 votesThank you so much for taking the time to share your idea in the Idea Lab — we truly value your input and creativity. After reviewing engagement levels across all submitted ideas, we’ve decided to archive this particular idea. This helps us keep the Idea Lab organized and focused on the ideas that are getting the most activity and feedback from our community.
That said, your idea is important to us! It’s possible a similar idea with higher engagement already exists — a quick search might help you find and support it. If you’d like to resubmit this idea with clearer or more specific wording, it could also help others find and vote for it more easily.
Please don’t hesitate to reach out if you have any questions, feedback, or concerns. We truly appreciate your participation and look forward to hearing more of your thoughts in the future.
Thank you…
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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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