56 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?
42 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.
82 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
37 votes -
Reports: Add ability to filter on multiple primary cities
In report filters, provide the option for the primary city to filter on multiple values.
12 votes -
Select users to share custom reports with instead of sharing with everyone
It is very rare that a custom report needs to be shared with every employee, typically just one other person or a team. It would be very helpful to be able to select from the user list which employees you want to share with and be able to edit who you shared with at anytime. This will avoid the custom report page from getting overwhelmingly long for everyone.
6 votes -
aallieri@cfpbmc.org
When building a report from Home> Logs, profile hyperlinks are active. When accessing this same report from Reports, the profile hyperlinks are not active. Please make these profile hyperlinks available whether accessing the report from Home> Logs or from Reports.
5 votes -
Create Report that Combines Profiles default report, Profile Log fields and Logs fields
Please create a report that includes the Logs fields When (date and time), Who (who initiated the system action), Ref (link to the specific system action), Log Message (summary of the action) and the Profile Log fields When (date and time), What (profile update information), Who (who initiated the profile update) with all the fields available in the Profiles default report.
Please allow filtering by all of these fields.
This will allow us to see relevant information about updates to profiles all in one place, including profile name and ID, date, user, system action and summary of action.
10 votes -
Candid/GuideStar Grants Report
Candid (GuideStar) asks non-profits to provide a list of grants data annually. They use a specific template (attached). It would be helpful to have a default report already created so that we can generate the information more easily and consistent with their template.
7 votes -
Reports: Add county field to profile reports/filters
Add 'County' field to profiles as this is needed often for reporting purposes.
7 votes -
Export Date / Run Date
It would be helpful to have the date that an export was run on the export itself (donations, grants, financials, reports). This would be helpful to know how recently the report was run.
20 votes -
Option to Sort Custom Reports by Date Last Run
On the Custom Reports page, have option to sort by Date Last Run oldest - newest. This would help with cleaning up old reports if the report list is lengthy and if they haven't been run in a few years.
6 votes -
Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
17 votes -
Fund Anniversary/Upcoming Anniversary Reporting Functionality
I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.
Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.
I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.
Desired improvement would be a functionality…
63 votes -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
6 votes -
Add Email address "Other Detail" to a reporting object.
The email address has an associated data field named "Other Detail". There is not a way to add the email address "Other Detail" field to a report. The "Other Detail" field is currently only viewable in the CSuite application screen. We would like to use the email "Other Detail" field to hold codes to subscriptions allowed at that address.
There is a similar data field for the Phone number named "Detail" which is available in a reporting object.
14 votes -
Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
25 votes -
Donor name on reports
When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.
3 votes -
Subfund Filtering on Financial Report without needing to show subfunds
Currently if you filter on a financial report to include/exclude a fund that is a subfund, the filtering does not apply unless the "Show Fund" and then "Show SubFund" options are expanded first. The filtering should be able to apply without needing to show the subfunds just as it applies to non-subfunds without needing to show those in the report.
10 votes -
Option to delete more than one report at a time
Please add an option to be able to delete more than one report at a time. I'm searching for reports I've created by date last run (in this case 2022) and after I search, select a report to delete, then confirm delete, the screen goes back to all custom reports and I have to research and do the whole process again to delete another report. Add an option in the Bulk to also be able to delete reports.
4 votes -
"Grant Letter Template" name as grant report field
"Grant Letter Template" name as grant report field:
It would be very helpful to be able to add the grant letter template name as a field to CSuite grant reports.
This field would allow us to do a quick check of all the recent grants to ensure the right template was applied before printing our grant letters.
6 votes
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