71 results found
-
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.
26 votes -
stripe donations
It would be great to have new stripe donations notified/highlighted on the dashboard
13 votes -
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.
5 votes -
Add donation advisor field as an option in donation custom reports
I understand that there is an advised donation report, but would love to be able to pull the field "donation advisor" into my custom donation reports rather than run two reports and cobble them together.
11 votes -
Filter by custom field
When filtering a custom report on a custom field, it would be great to have the "Match Type" control - "exact", "contains", or "begins with".
11 votes -
Filter by TOTAL Donations in Donor Report
We would like to be able to filter the donation report by cumulative donations in a specified time frame. We send certain mailings to donors who have cumulatively donated $501+ per year (even if they've made multiple $100 donations to equal $501+) and right now the Donation Amount filter only filters those who have made a one time donation of $501+ or more. We also send certain mailings to donors who have made cumulative lifetime gifts of $10k+. There is no way to filter by this option to easily add to a Campaign.
22 votes -
If Then logic custom reports
It would be great if we could have "If-Then" logic for custom reports
17 votes -
Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text…
19 votes -
Cumulative donation field option for custom reporting
I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.
19 votes -
Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes -
Make spendables a field in both the Fund Summary dashboard and the custom reports
We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.
It would be a dashboard we can frequently review.
However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.
Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.
Nice to have would be the grantee names/dates/amounts.
The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…
16 votes
- Don't see your idea?