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85 results found

  1. Visualize custom reports in pie chart, bar chart, or other data visualization

    Similar to HubSpot's reporting features, it would be useful to have the option to visualize our custom reports in visualizations other than a table.

    Ideally, this would allow our data visualizations to update as new data is added into Csuite.

    Right now, users need to export the data and create visualization manually. This means that the data is not automatically updated as new data is entered into Csuite.

    HubSpot example attached.

    5 votes

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  2. search by check batch number

    It would be helpful to have the ability to search by check batch number. Currently, I see no option under the custom check report to include batch number as a field. This makes references to check batches less useful. E.g., a description in a recent background job said "Generate Check Documents: Batch 2372" but I couldn't search by the check batch, and the only way to locate it was to manually click through all of our bank accounts and look at the posted checks until I found batch 2372.

    2 votes

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  3. Add Reference Profile Fields to Notes Report

    Maybe a crazy idea, can you add profile fields to the Notes report related to the referenced profile on the note?

    Specifically, when a note is added to a profile or vendor record, we need the option to pull Profile Custom Fields into the report for the referenced profile or vendor.

    Today, we must export this information and do this translation in Excel.

    2 votes

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  4. Vendors Paid Report

    I think we need the Vendor Paid report back. I know there is a new 1099 Report but this is only for vendors that you have set up to receive 1099s. We have been with CSuite several years and many vendors were set up before I started. The Vouchers report can have the date range I need but it lists every voucher by date order rather than by vendor order. I also need the total paid for this time period instead of each voucher paid this period. I used the old Vendors Paid report to catch those vendors that were…

    12 votes

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  5. Reporting on Campaign Goal, Donations, Pledges

    Need the ability to set a campaign goal and then report on the total amount of donations and pledges that have been linked to the campaign. Not currently able to pull Campaign Name, Goal Amount, Total Donations and Total Pledges into one report.

    3 votes

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  6. Allow Admins to edit reports created by other users

    System admins should have the ability to edit reports created by other users and should have the ability to take over the ownership of any reports created by another user when the user is deactivated.

    6 votes

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  7. API for CSUITE that works with PowerBI

    There is an existing API for GLM and SLM. It would be great if the API would work for CSUITE

    9 votes

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  8. Budget to actual reporting

    Have the ability to customize financial reports with funds across the top for the budget to actual reports.

    1 vote

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  9. soft credit - custom reports

    The soft credit report should show the name of the donor, plus the name you linked under soft credit.

    2 votes

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  10. Creating multiple reports from one report/database

    When using an existing report, it would be nice to be able to use that report with additional filters and be able to save that report as a "new" report. So in a sense, using the existing report as a "data set" and then be able to create multiple reports (from this existing report).

    3 votes

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  11. Custom Reports: Add Additional fields for Recurring Grants

    In custom reports/recurring grant fields please add fields for "Total Number of Grants", "Number of Grants Created" and "Remaining Amount". This information is currently being posted on the donor portal but not available in reporting.

    9 votes

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  12. Custom Reports: Fund balances on a prior date

    In Custom Reports, please have the option to filter dates with Current Fundbalance and Current Principal. I realize this option is in Financials, but we run various reports that we need the fund balance, principal with different dates.

    2 votes

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  13. Report on 1st time donors to a fund, including fund advisors

    As a community foundation, we would like to know who are the first time donors to our operating fund on an annual basis. While we can run a donor report with information on individual donors (like first date and last date of donations), we receive a lot of donations from institutional funds (Fidelity, Schwab, etc) and it isn't possible to bring fund advisor information into that report.

    12 votes

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  14. Journal entry approval

    It would be good to have the option to add the name of the approver to a journal entry report to show that it was approved. It is currently not a merge field for reporting.

    2 votes

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  15. Add Vendor ID to Check Voucher Report and Voucher-Vendors Report

    Please add the Vendor ID as a field selection in both the Check Voucher Report and the Voucher-Vendors Report.

    1 vote

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  16. Bulk Edit the Type (Task Type Name) within Custom Note Report

    We have several notes without a Task Type Name associated with them.

    We would like to create a report to narrow down to a certain set of notes and bulk assign the type to the list of notes.

    1 vote

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  17. 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.

    24 votes

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  18. Create a report to display all spendable grants

    Our foundation would like to be able to track all spendable grants created, meaning, I would like to be able to create a report to display all spendable grants that we have created.

    3 votes

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  19. Custom Reports - Sort Order

    Either sort Custom reports by Name or add ability to select preferred sort order within each category. Currently reports are sorted by ID Account (date created)

    9 votes

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  20. TASK Reports - need to report on who actually entered the task

    Task Report entered by: need to be able to report on who created the task.

    9 votes

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