58 results found
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Unique URLs to Easily Share Reports
It would be great to be able to email a URL link for a Report, so Users can quickly access shared reports, rather than having to tell them the report name and hope they find it on their own. Currently URL for all reports is: https://columbusfdn.fcsuite.com/erp/report/display
I know there is functionality to email reports, but those don't have live links to profiles, so that is less ideal for many projects and processes.
10 votes -
Add Invoice ID and Donation ID to Profile Payment Custom Report
In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.
Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from…
10 votes -
Add Report Name, Number, and Details on Export
It would be nice if the report information (name, number, report details, filters, etc.) could somehow be added to the csv export similar to how it is added when you export Audit Reports. Sometimes my team will run a report and just send me the csv file. It'd be nice if I could back track and more easily find which report their data is based of.
8 votes -
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 -
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 -
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 -
Donations Report Fields: Opportunity Id and Opportunity Assigned Name
Fundraisers have requested to pull donations linked to opportunities assigned to them. To facilitate this, we have one option available: the opportunity type name. It would be beneficial if you could provide us with two fields—opportunity ID and opportunity assigned name—to filter by in the donations report.
6 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 -
Ability to share Custom Reports with selected Staff
It would be helpful to have the ability to share custom reports in C-suite but only to selected staff and not to all of the organization. We have reports that are needed cross-departmental and if the person that created the report isn't available to run the report we either have to wait for them to return or try to reproduce the report. The data within the report isn't something we'd want to be made available for all staff to go in and run the report.
5 votes -
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 -
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 -
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 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 -
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 -
Grantee Report - First grant date/Last grant date
We need a way to pull first grant date and last grant date on the grantee level (current functionality is only on the fund level) to track our new grantees and review inactive grantees (we consider any org that has not received a grant in the past 3 years to be inactive). These are included in our dashboard reports for committees and board.
4 votes -
Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
4 votes -
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.
4 votes -
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…
4 votes -
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 -
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
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