71 results found
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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.
77 votes -
Reports: Freeze the column headers
Freeze the column header in all reports so it will always display when scrolling through the records.
32 votes -
Permission to Delete Others' Shared Reports
Create a level of permission that allows select admins to delete, rename, or reassign ownership of other users' shared custom reports.
32 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.
9 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 -
Data Visualization/Customizable Dashboards
Need the ability to build customizable Dashboards within CommunitySuite so they can see their data in charts/graphs. Need year over year results on donations, pledges, donors, donor amounts.
30 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.
19 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 -
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 -
"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 -
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.
9 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.
10 votes -
All in One Master Report
A common issue when reporting is building multiple different types of custom reports to pull all necessary data. This splits the information across multiple reports and requires Excel knowledge to combine them together. Instead, it would be much better if there was a single report that had all of the most commonly used/reported fields.
Most of the custom reports in CSuite contain many extraneous fields that are never even reported on. Given that trying to load every single one of the fields on a page would be difficult, let's ignore the unused and un-reported fields and include only the most…
5 votes -
Donor Rollup Report: Date of Last Gift
On the donor rollup report, it appears that if someone is part of a household, but has given individually, it’s not showing the date of last gift. It’s blank for the household. If only the household has given, the date is there, but not if someone that is part of that household has given individually. Total donations are there, just not that field. The only way to determine the date of last gift for the household is to examine the regular donor report. You have to look at each member of the household, and isolate the last gift date for…
5 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
11 votes
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