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86 results found

  1. Admin should be able to delete custom reports for all users

    As more and more custom reports are created and saved, Admins need the ability to delete reports created by others, whether they are active in CSuite or not. It is difficult to track people down to clean up their own reports, so Admin needs to be able to manage the list on user's behalf.

    17 votes

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    Proposed Idea  ·  2 comments  ·  Reports  ·  Admin →
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  2. 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…

    42 votes

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    6 comments  ·  Reports  ·  Admin →
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  3. Inception to Date Report with Fund Balances

    It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year…

    38 votes

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    6 comments  ·  Reports  ·  Admin →
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  4. 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.

    12 votes

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    Proposed Idea  ·  3 comments  ·  Reports  ·  Admin →
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  5. Favorite Custom Reports

    I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.

    27 votes

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    2 comments  ·  Reports  ·  Admin →
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  6. Create Custom report option for Loyal Donors

    I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.

    10 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  7. Combine credit card fees with the donation amount

    Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.

    100 votes

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    5 comments  ·  Reports  ·  Admin →
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  8. Decision Date - add to Scholarship custom report

    Add the ability to pull decision date into a custom report for Scholarships.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  9. Add option to 'set notify' in custom reports

    Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.

    7 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  10. Custom Report - Event Campaign Guest List

    Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.

    Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).

    9 votes

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    Proposed Idea  ·  2 comments  ·  Reports  ·  Admin →
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  11. Custom Report Filter: "AND" "OR" logic within one filter

    It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
    Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).

    Examples:
    (1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
    (2) filter "profile type" IS "x" AND IS NOT "y"

    32 votes

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    2 comments  ·  Reports  ·  Admin →
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  12. Add totals to reports

    When pulling a grant report, voucher report, funds report, and several others, there is no total included when you select 'see all'. We have to export the report and have excel calculate it. It would be much easier and faster if it was included. With the Funds report, it includes to totals of each fund type but not the total of funds. It would also help if that report showed the percentage of assets in that fund type.

    5 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  13. Tasks - custom report fields

    In creating a custom report for tasks, we can pull a Profile ID but NOT Profile Name. We are not sure why we cannot pull the Profile Name. Can this please be added.

    7 votes

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    1 comment  ·  Reports  ·  Admin →
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  14. Add # of Gifts field to Profile reports

    You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.

    39 votes

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    2 comments  ·  Reports  ·  Admin →
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  15. First and Last Donation Date to change based on other report filters

    It would be extremely beneficial if the first and last donation date field would change based on other filters in the custom report. Ex. A donation report filtered by a fund that shows all the donors to the fund with the date of the first and last donation to that fund.

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  16. Non Tribute Gift Reporting - Donor vs Donation reports

    This defect or design issue was discovered in comparing our non-rolled-up donation report (#1660) which indicates that there is a tribute made by a particular user during a particular time period, while the rolled-up donor report (#1699), using the exact same fields, does not. The fields used are Tribute Name and Tribute Donation. With help from Support, we learned that this particular donation lands in the Non Notify Tribute field because the donor did not populate the Whom To Notify Field and/or did not select the mode of notification. The workaround given was to use the Non Notify field in…

    5 votes

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    Proposed Idea  ·  1 comment  ·  Reports  ·  Admin →
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  17. Add Grant Card Fields to Reporting

    At this time, no fields are available in custom reports. There is a wonderful report built into the grant card groups (just by hitting the export button), but there is no way to recreate this in custom reports for all grant cards together. Instead you have to manually click into each grant card group and export each group to it's own file. This is not a good solution. If the grant card fields can be exported into an excel file from the grant card group, can we please add these to custom reports so that we can actually make use…

    3 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  18. Sorting reports including both individual and household profiles

    When creating a custom report that includes both individual and household profiles, the report cannot be sorted by Last Name. A solution to either include last name in the Household profile or to somehow easily sort a report by last name would be ideal.

    6 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  19. Allow editing a custom report name, description or sharing without having to save as a different report

    It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.

    21 votes

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    1 comment  ·  Reports  ·  Admin →
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  20. Additional Campaign Reports needed

    There really needs to be more options for reports under campaigns/reports.
    It's hard to pull reports for notes by campaigns.
    List of profiles within a group or request, except by the guest list
    no way to pull "unassigned" ticket report.

    17 votes

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    3 comments  ·  Reports  ·  Admin →
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