89 results found
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Custom Reports: Opportunity Tasks & Notes
We currently don't have a way to get a report that shows both the opportunity tasks and their associated notes. Without this ability, any report available leaves out critical information, such as when tasks are completed, or when users enter a completion note. Can this be added?
110 votes -
reports
It would be great if we could create sub-folders within reports beyond just having categories - such as by user name, or at the very least, making the different categories collapsible or expandable.
15 votes -
1099 - Add Mailing Address to Report
The 1099 report pulls the Primary address for a profile, but we need it to pull the Mailing address, the Primary for us is the Physical address. Please add a column for the Mailing Address so that we do not need to check each profile and update addresses before submitting.
I also suggest that you add a column for primary email address as then we could email the 1099s through the filing systems.
Thank you!
51 votes -
Edit Custom Report Title/Name
After creating a custom report, it would be great if there was an option to edit the title/name of the report and save.
Currently, the only way to change a report's name is to "Save As" and go back and delete the original report with the old title.
13 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
103 votes -
Custom Reports: Using "And" and "Or" between multiple filters for the same report
For custom reports with multiple fields for criteria, we can currently select either "And" to exist between the filters or "Or". We'd like to be able to have a combination of "And" and "Or" between the filters within the same report.
5 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!18 votes -
Data Visualization Export Permissions
We appreciate the options for new data visualizations. However, the ability to send reports externally from internal data on a recurring basis for any user is concerning. We need to be able to restrict this based on staff who have the awareness of what should or shouldn't be shared externally without review. Can permissions be added for this?
Internal data needs to remain internal with no ability to unintentionally leak it externally.
5 votes -
Default theme in data visualization tool
Would be nice to setup a default "theme" with colors/fonts/etc. that could be applied to all dashboard (for example, if time is taken to align the theme with organization brand)
5 votes -
Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
5 votes -
Two individuals from the household are listed together in a single row
Hi,
Preparing profiles for screening through iWave or WealthEngine (both platforms that provide donor intelligence solutions to help organizations identify potential donors and optimize their fundraising strategies) typically takes about a month.
Why does it take that long? The software requires detailed information for both individuals in a household to be listed in the same row. This includes:
-First name, middle name, last name, nickname, and prefix
-Business details
-Phone numbers (home, mobile, and business)
-Email addresses
In addition to that, they request giving history: total giving, years of giving, number of gifts, last gift amount and date, as well…
7 votes -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
10 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
3 votes -
filter selections showing "invalid" error when editing a report
Very frequently, when updating a report filter, this error comes up on a new page "Invalid reporting action ',editfilter'" - you have to go back to the report and select the filter again.
Please fix this issue and allow us to only select the field to update once when editing a report.7 votes -
Fields for DonorSearch Import
There are certain fields requested by DonorSearch to complete wealth screenings on profiles. Most are readily available in CSuite, but some are not as easy to access. In order to reduce the amount of manual and spreadsheet lookup work needed to prepare an import file, please consider adding the following enhancements for the donor rollup report to make HH reporting easier: Largest Gift Date, Last Gift Amount, First Gift Amount, and First Gift Date and Last Gift Date to aggregate data across all rolled up profiles (currently shows HH dates even if IND profile dates are first/last).
3 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
55 votes -
file
Are you able to add an "Attach File" option to Bulk Actions in Custom Reports? We are trying to attach a file in bulk to our agency funds that are using a particular investment strategy, but there is no easy way to do that! We know you can use "Attach File" under Accounts, as well as under "Fund Groups" but it does not give you the option to filter on those lists for specific investment strategies. Thank you!
2 votes -
Export format to excel to preserve hyperlinks
This idea has been proposed before but archived for lack of engagement. However, I think it's worth posting again as it would be extremely beneficial to be able to export report to formats other than a plain CSV. For example, if we could export as an excel, it could preserve the hyperlinks in a report.
7 votes -
exposed profile email, phone, address id in Profile Custom Report
CSuite has a Profile Email, Address, Phone ID unique to each value on a profile. These ID's, which are required to bulk update the values, are only exposed in the Profile Email, Address, Phone reports. These reports are not useful because they have no other attributes (Prim, Inactive, etc.). Please expose these fields on the Profiles Custom Report to allow for better filtering for bulk update actions.
4 votes -
Add a "do you want to save" message when leaving a custom report build with changes.
It would be very helpful if there were buttons with "Save" or "Exit without saving" when exiting a report screen.
3 votes
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