69 results found
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Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
17 votes -
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 -
Donor Report Vs Custom report
It appears that when creating a Donor Report for a Fund, which can give you helpful information immediately, does not translate very well to a Custom report.
You have the ability to "save" the Donor Report, but when you open it up under a Custom Report (Which is where it ends up) all the columns are completely different. Therefore, giving you different information.
Both the Donor Reporting tool and the Custom Reporting tool give you different abilities, which are not always available for both options. It would be nice to streamline these reporting abilities so you can add/remove more information.
7 votes -
Abiltiy to Include Advised donation dates in First Donation Date
Currently, when I run reports for new donors using the First Donation Date the report is inaccurate because I am not able to filter and/or see their advised donation dates.
For example, if someone always gives through their DAF but gave today through CC the reports says they are new based on the First Donation Date but that is not accurate, because they have given before through other charitable vehicles.
We have enough of these instances that make a simple report take much longer to aggregate and lowers the staff's overall confidence in the acuracy of the system and its…
3 votes -
Relative Dates for Reports
Currently, there is no way to schedule a report with a relative date (for example previous week). Say you want to have a weekly report of donations. Currently, this is not possible according to support. The date of reports never changes.
4 votes -
Dashboards- Filtering by custom fields
Be able to filter dashboards by custom fields like you can custom reports. We use custom fields and would like certain donations filtered out by this custom field within donations.
5 votes -
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.
22 votes -
Custom Report: Add the field of Reduce Spendable to Voucher Fields.
Please add Reduce Spendable field to the Voucher Fields list.
2 votes -
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 -
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 -
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.
106 votes -
Recurring Donations Report
It would be great if we could run a report for recurring donations which lists:
- Donors Name
- Start Date
- End Date
- Frequency
- Amount
Right now the only report you can run is for donations which came from recurring donations. This is a significant limitation as it means that our fundraising funds are unable to manage their own donor base.
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on
To assist with knowing which profiles have been created via Stripe, add 'StripeID' as an available field in profile reports for including as a column and as a filter. This will help with identifying duplicate profiles due to Stripe not matching on criteria specified. Not all duplicates show in the Duplicates listing.
12 votes -
Donor Rollup - Add Advised Donation Last Date
Hi, the fundraising team requested the last donation date, amount, and fund name. I ran the Donation Rollup report to grab all the information I needed. Unfortunately, the advised donations have the fund name, donation date, and donation amount but not the last donation date; it shows blank. Would be very helpful to provide us this information.
5 votes -
Improved chart info selection for reports
Currently to change your Chart Info selection from one field to another, you must unselect the current field and then select your new field. Otherwise it will show Null for your labels or nothing in the chart values. Ideally you would be able to select your new field and it would automatically unselect the other field from that Chart Info type (Description/X-Axis or Data Value) since only one can be selected for the current chart types.
1 vote -
Reports to automatically filter on "last date" and default by the user's report
Reports should automatically upload user's personal reports by default, and be able to sort by date
1 voteYou can see a list of your reports by selecting your name in the top right hand corner when logged into CommunitySuite.
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Agency grants should be excluded from 990 report
Please provide us a way to exclude agency grants from the 990 report - thank you.
4 votes -
please add "profile log" to custom reports for Profiles - for "Stripe" profiles identification
Please add Profile Log to the Profile options in custom reports so that we can identify which profiles are being set up by Stripe. This will help us with our Profile clean up process. Thanks!
"Profile 55715 Log
When What Who
2024-03-27 11:57:28.847463 Created from checkout system"1 vote -
Grant rollforward report
Grant rollforward report for audit: Start with beginning of period payables. Have columns for new grant awards, payments, cancellations, refunds. End with end of period payables. Be able to see grand totals, fund totals, individual grant amounts.
4 votes -
upload IDs with Donor ID
Currently, you need the Profile ID or Fund ID to do an Upload in Custom Reports... could we add the option to upload by Donor ID?
1 vote
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