8 results found
-
Landscape View
For Scholarships I print a report for each opportunity with many data fields and sorted by score. The text is pretty small, even after I eliminate several unneccesary columns. It would be nice to have the option to print the PDF as landscape so that the print could be a bit larger. I realize you can export to excel but the PDF saves me a lot of time.
4 votesHI Tess,
Available in site settings is the option to change the reporting print layout to landscape.
we hope this helps!
sammie
-
Adding "Owner Country of Origin" as a data field in reporting.
Currently you can run a report based on the following: Owner race, ethnicity, DOB, gender...
We would love to be able to also add "owner country of origin" in the reportable data fields. It doesn't seem like this would be too difficult to do since the other fields are already there.
2 votesAny field you have added to the system will be available to report on. Reach out to support@foundant.com and they can help you with this process.
-
Table fields sync when process is copied forward
I'd like to confirm that table fields will sync when I copy forward my current process. I've added tables to several processes and need to combine the similar fields in reports today. When we copy our current process forward, I hope the table fields will automatically sync in reporting.
2 votesYes the field codes will sync when copying the process.
-
Track Scholarships in a UA that have 0 applicants
We have a large UA with over 140 processes, some of those processes require a very specific type of student. We would like to be able to easily track which scholarships in our UA have 0 applicants at any moment. This way, we can reach out to school counselors, coaches and do targeting marketing for those scholarships. I am able to run a report showing which scholarships HAVE applicants, but of course that doesn't show the scholarships that may be falling through the cracks with no applicants. Thanks!
13 votes -
Export ALL GuideStar Charity Check Information
This would include:
The Summary, EIN, Group Exemption, OFAC Organization, IRS Pub 78 Verified, IRS BMF, and Run Date.
IRS Publication 78
Organization Name, EIN, Deductibility Status Description, Most Recent IRS Publication 78, Verified with Most Recent Internal Revenue Bulletin.
IRS Business Master File
Organization name, Most Recent IRS BMF, IRS Subsection: 501(c)(3) Public Charity, Reason for Non-Private Foundation Status, Ruling Date.
990s list.
Public Profile:
GuideStar Exchange level (i.e. Silver, etc)
Name, DBA, AKA, address, ED, etc.
Fiscal Year Start:
Fiscal Year End
Total Assets
Total Revenue:
Total Liabilities
Total Expenses
Goverment Issued Ruling Year:
All fields under Financial…18 votesThis can be done through the reporting tool
-
Reports Beta! "Saved Reports Tab"
The "Saved Reports" Tab in Reports Beta could be improved. I created a report, saved it, then made some changes to the formatting, and saved it again (with the same name). I expected that it was overwriting the original report format file. Instead it saved my multiple versions of the same report. Now, that I want to look at my final version of the report, how do I know which one to choose?
My suggestions:
On the "Saved Reports" tab, list the date & time that the report file was saved (like you might see in Windows Explorer).
When you…
1 vote -
Make it easier to add fields on Follow Up Forms in Reports!
Since we can't assign a grantee the same follow up form multiple times in one request, we have copied our Follow Up Forms to have a number of same forms in one process. It works great, but then when we go to reports, we are notified that report fields cannot have the same name. SO, we either have to change the names of all the fields in the actual process, or rename every field when we're in the reports section. Could there be an easier way to this?
Ideally, it would be nice to be able to assign a grantee…
1 vote -
Pull request docs into reports
It would be helpful if a report could include uploaded request documents. We have to upload a source document to every grant request, so we want to be able to run a report to identify any requests missing a document.
1 vote
- Don't see your idea?