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50 results found

  1. Custom Reports: Multiple Filters

    When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.

    I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.

    23 votes

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  2. Add All Tabs to Fund Advisor Fund Custom Report

    Currently, in the Fund Advisor Fund Custom Report, only a few of the tabs are available (Donation, Files, Grant, Grantcatalog, Grantrequest, Statement). Is it possible to add all tabs to this report?

    That would include Pledges, Receipts, Voucher, Invoice, Split Interest.

    This would be very helpful in our data validation process to confirm that the correct tabs were selected for each fund advisor.

    11 votes

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  3. Add Profile Fund Category to Fund Advisor Fund Custom Report

    Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.

    We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.

    12 votes

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  4. Need full view of field names in custom reports

    please adjust the way fields are listed/viewed in the custom reports when the name of the field is so long that we cannot tell what the field actually is.... in custom report Donations for example, the field listing is so long but you have to click on each field to add to the report in order to see what the field is.... very frustrating and time consuming. Thank you!

    13 votes

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  5. Report field to indicate if a grant is a multi-fund grant

    It would be great to have a field within custom reports that indicates if a grant is a multi-fund grant or not. Currently there is no way to show this and multi-fund grants appear as individual grants based on the fund rather than one grant that is paid separately. This makes reporting on multi-fund grants a very manual process.

    Thank you!

    6 votes

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  6. Notes/narrative field for Custom Reports

    It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.

    9 votes

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  7. Custom Reports: save option

    A SAVE button in Custom Reports so you don't have to reselect the Share box and select the name of the report from a drop down selection. This drop down selection is by name, the report listing is by report ID. A SAVE button in the report editing area would save a lot of time. Then the SAVE AS button if you want to rename it or not share or share.

    19 votes

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  8. Hover or widen Available Fields

    When creating a report, there are so very many fields to choose from and, unless I'm missing something, it's incredibly difficult to know what each field means/is generated from. For example, on the attached file screenshot, there are loads of 'Fromgrant' fields but I can't see the whole field name. I can't drag the separator to increase the width of Available Fields so I can read the entire field name. There's no pop up when I hover my mouse over the field. So the only way I can figure out what each and every field is, is to add it…

    6 votes

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  9. Add Custom Report with ALL Fields

    There are many times when I'm trying to pull a report, but can't get to various fields. It would be nice (and I would use this type of report A LOT) if there was an option to generate a report with all fields as options.

    18 votes

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  10. Add Invoice ID and Donation ID to Profile Payment Custom Report

    In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.

    Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from…

    5 votes

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  11. Electronic Filter for Check Custom Reports

    Please add an option to the Custom Report "Check". We have a custom check register under this custom report. There are no filters or options to show the check was electronic or not. The check # is blank, but it would be nice to have an option to pick whether or not the check was electronic.... so it can show up on the report on why there was no check # with that payment.

    5 votes

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  12. Bulk Add Note

    It would be great to have option to bulk Add Notes to profiles via a report. We've exported a large profile list and pulled 70 profiles from the list to mail a letter. It would be nice to have option to add note to those profiles.

    3 votes

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  13. Allow for custom donor reports!

    I have a lot of experience with other CRMs that allow me to easily see an overall picture of my donor- how much they give, where they give, etc. CommunitySuite doesn't allow for this and it is very limiting and makes me have to do extra work manually adjusting excel spreadsheets. As a fund development person, this is a very challenging aspect to the system. PLEASE allow for custom donor reports, what is the harm in allowing for that?

    4 votes

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  14. Public Security Sale Details Available for reporting

    Include the sale detail fields available on the public security report.
    Auditors want to see the audit trail of reciept, gift value and proceeds. The current report options do not allow for a report that shows the sale details

    2 votes

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  15. date

    Within Custom Reports, to assist in report management within our database, it would be nice on that main screen where it shows the ID, Name, Share, Employee, API, it would be great to have a last run date populate so that organizations know when the report was last used.

    2 votes

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  16. Urgent: Fix Scholarship Notes Reports Links

    Please update the links for the Scholarship Item ID in the Scholarship Notes report.

    With the Sship Item ID, I should be able to hop into the scholarship item profile, however these links are incomplete and I receive an error message. Please see the pictures below. My workaround is to download the report and add the correct link, but it is not ideal. I've reached out to support, but to no avail.

    The report is fantastic, but not as helpful if we can't hop into that student's profile via an accessible link.

    1 vote

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  17. Custom Reporting for Grantee Fields

    Requesting grantee fields availability in a custom report--including the charity check information.

    4 votes

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  18. financial reports columns

    Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.

    2 votes

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  19. Correct Reporting for Public Securities

    When pulling a report for Public Securities if you have a donor that sold various securities on the same day as part of one single overall donation it lists it multiple times and creates improper reporting to our auditors.

    You should also be able to export this basic report from the Public Securities page instead of having to create a customer report.

    2 votes

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  20. Export/Import Custom Report Selections

    It would really be nice if there was an option to export the selections in a custom report so that they could be imported back if needed. This would allow us to either design a report in the Sandbox, export the settings, and then import them in Live. Or maybe more commonly, retrieve the selections from Sandbox if you made changes in Live that you'd like to revert back to, available in the Sandbox.

    4 votes

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