39 results found
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Add file share status to custom file report
We often put files on fund records and share them with our constituents. We would deeply appreciate if Foundant added the "shared (yes/no) field into file reports.
6 votesThere is a Shared File field available in File Custom Reports. There is also a shared File column in the Files table.
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reports such as donations or grants should have ability to select "all" instead of a year or quarter option.
Sometimes you are trying to find something and don't know what time period it may have either come in or been sent out. To see ALL activity for donor, vendor or grantee.
5 votesThere is an "All" option in the Relative Dates area for reports.
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Org Role "active" filter error in custom reports
When filtering on a specific Org Role and also filtering on "active" in the custom Org Role report, the filter is yielding profiles with ANY active Org Role and ignoring the filter for the specific Org Role listed in the filter.
5 votesThe active filter is no longer removing a org role id filter in a Profile Org Role custom report.
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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 -
Relative Current and Prior Fields Should include Week
Please add "Week" as an option for the relative current and prior fields. We run several weekly reports and would love to have them automated.
4 votesReleased on 5/6/23:
Custom Reports: Enhanced Custom Reports to have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the Custom Report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
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You deactivated the ability to export results when you do an income statement with FUNDS selected as the column option. BRING IT BACK!!!!!!!
You deactivated the ability to export results when you do an income statement with FUNDS selected as the column option. BRING IT BACK!!!!!!!
There is no other way to get this information in CS ...we need it internally and our auditors specifically asked for and need it this year as they used it last year for their review of our funds
4 votesThis option is working again :)
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Custom Fields for fund
It would be amazing if we could add a custom field for Funds like we can on profiles. That way we can tag funds with their field of interest instead of tagging the Owners who may have multiple funds.
4 votesCustom fields are available on funds. Once you create the custom fields you can use custom reports to filter a list of funds and set the custom field in bulk. You can also set grant type for a fund. Feel free to reach out to support@foundant.com
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Add Custom Report # to Displayed Title inside report screen
C'mon North America, let's end the madness.
With so many useful custom reports to manage, it'd be most helpful to make the custom report's # visible, when in the report itself - rather than just the title. That way we don't have to stop a filter update job midstream, just to confirm we're working off the right report.
Us users will know exactly where we are - a frequently good thing. Support team will be able to locate lost souls more quickly. Better CSuite = more good philanthropy happens more quickly, more often = mo' better.
4 votes4/5/2023: Reports: Enhanced reporting to have the ability to create the columns first by using the edit option next current fields. When selecting creating the columns for your report, clients can select the all or none option at the top of section or multi-select columns to display. Columns selected will populate in the right hand column, set column order and can be sorted from this view. Once all the columns have been select, use the save button just below the search bar.
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Add Fund Steward to Donation Reports
We would like to be able to pull the Fund Steward's (staff) name into donation / donor reports so that we can filter reports based on the fund steward instead of the profile steward. This allows our staff to monitor donation activity for their set of funds.
3 votesFund Steward is now available in a Donation Custom Report. Released 6/5/2023.
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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 -
check report
When creating a custom report to list uncleared checks, the options to filter for "cleared" are boolean as Yes or No, when in fact the data about checks is either Cleared="Yes" or Uncleared=blank. Thus there is no way to create report that produces a list of only uncleared checks. It's frustrating to have to export a larger report and filter in Excel to get what I need.
2 votesThe cleared check field in the check custom report was updated to return a yes/no answer. Here is the release note from 5/4/2023:
Custom Reports: Resolved the following boolean fields when filter on the following reports and fields: Check Report-Checks Cleared; Fund-Loans; Accounts-Has Checks, Manage Cash; Files-Sticky; General Ledger-Reconciled; Grant-Pay Sponsored Org, Public Visible, Exclude Adminfee; Grant Status-Past Due; Note-Note Alert; Opportunity-Success; Campaign Profile-Attended, RSVP; Invoice-Historical.
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Add "Pay" email and "Pay" address fields to reporting options
The new "Pay" buttons for email and address are great, but we need the ability to report on them in Profiles and Custom Reports. Thank you!
2 votesReleased on 6/6/23:
Profile Report: Added the Pay Email and Pay Address, No charity status check, Last charity status check, Last financial date *inactive -pulls from the vendor profile designation.
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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.
2 votesThis was resolved on 6/1/2023:
Reports: Scholarship Note Report - Resolved an issue that was not linking to the correct transaction when drilling into the Sship Item Id.
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Schedule a report with a sliding date
The ability to schedule custom reports with a sliding date filter. For example: a weekly report of all donations that were received in the past week sent to our development team every Monday. Currently we have select the entire year and sort it by date to pull most recent to the top and then they have to ignore or delete the older grants. While this is functional the sliding date feature would be a tremendous improvement.
1 voteThere is currently an option to do this. Use the relative date filter. So for your use case, selective Relative last week and schedule the report to be emailed each Monday.
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1099 report based on check date, not invoice date
Please correct the 1099 report to show totals based on payment date, not invoice date.
1 voteThe 1099 report is based on check date. If you see a different outcome than that, please contact support. I just tested this in my test site and it was populating the report correctly.
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Moving individual Custom Reports to new Categories
I'm so pleased that we have the ability to create our own Categories in Custom Reports to classify them in areas that make sense to our organization.
However, having to 'Save As' to access the Category menu is proving painful. I have to Save the report to the new category which leaves me with duplicate reports. I then have to go back and delete the report under the CSuite defined category.
Can you please allow us to edit the Category to move the report to complete the reclassification in one simple move?
1 voteThe is a Bulk Update option in the left side menu in Reports. This will populate a report list and allow you to add a description and update the categories without navigating one by one.
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billiejo@pajewishendowment.org
Relative current and Prior periods need to also include “week”.
1 voteA relative week filter is available in custom reports.
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donor report display funds
It would be very helpful to display the names of funds to which a donor has contributed when running the Donor report. Ideally they would be displayed in separate columns so we have the ability to sort the list by the fund names. I realize I can filter the donor report by fund or fund group, but I still need visibility about which specific funds pertain to each donor that displays.
1 voteYou should be able to create a donation report add the fund and donor to the report. Then group the report by donor.
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report to manage sub group of funds or other types
Goal - to be able to create a custom report by a select group of funds- if one is monitoring 10 funds as an example. this is not doable today. as an example- i am managing 10 funds and want to be able to monitor them as a subset - thus i want a simple fund report with name and available fund balance. deally there would be a way for me to select the funds from a list or drop down once i was selecting on the fund name.... do you know what i mean? i assume folks would want…
1 voteYou can do this with filters on the reports. There is also a new Financial Advisor field that released 11/1/2023, I think this would help you with the fund balances with the funds you manage or using Fund Steward. Please feel free to reach out to suuport@foundant.com or success@foundant.com for additional training.
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