85 results found
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Create calculations between report dashboard sources in custom reports
Ex. Total Personnel in Budgets - Total Personnel in Fringe
2 votes -
Committee Names in Reporting
We need the ability to pull committee name in reporting. Each year our team needs to verify with external committee managers who is participating on their committee in the coming year. Since these individuals are volunteers, they often change. Right now, we can't run a report to match users names and emails to assigned committee.
1 vote -
Credit card fees on campaign Income Statements
The income statement for CAMPAIGNS should include all the expenses - including credit card processing fees. We need a full view of the financials for each campaign. Thank you!
2 votes -
Process Summary as a field in Reporting
It would be useful to be able to pull the Process Summary in an email. Every year before I open the scholarships, I send the donors a copy of the criteria using word mail merge. This would be much simpler.
1 vote -
Ability to export page URLs as a report field
In GLM, it takes a LONG time to navigate to a specific request. Summary of that process: home screen > search > organizations > type org name > wait for results to load > comb through all results > click on correct org name > requests > comb through all requests > click on correct request name > finished. That's a TON of steps.
It'd be very helpful if we could export the unique URL of all requests. I'm thinking it could be a report field? this would enable us to set up an offline spreadsheet containing direct links to…
3 votes -
Master Tribute Summary
I am currently having an issue where we are not getting a full picture of donations that include tributes. The Tribute Donation Summary report will only include the names of tributes for online donations if the donor selects to notify the family of the person, if they leave it blank it automatically marks not to notify. When checks or other donations are entered by staff the notify option is left blank in many occasions they are included in the Tribute Donation Summary. We would like to have a more comprehensive report of all tributes not just the ones that are…
1 vote -
Display Certain Rows
There should be a feature that allows you to control how many rows you want in your report. For example, I'm building out a Top 25 Report based on total giving and it would be beneficial if I can restrict the report to display only the 25 organizations that have received the most funding without needing to set a manual cap that is subject to change to filter them out.
1 vote -
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 -
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.
5 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.
10 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.
5 votesThank you for the idea.
What information would you want displayed on a drill through of this information?
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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 -
"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.
14 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 -
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."
121 votes -
Folders for Reports
It would be nice to create folders to organize all the reports created.
109 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.
30 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
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