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69 results found

  1. 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 vote

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  2. 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

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  3. 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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  4. Report to export profiles with pictures

    It would be great to be able to export a report with profile pictures. We would love to use this report for events to circulate among our staff before the event.

    1 vote

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  5. CRA reporting

    For the new CRA Reporting function, running a T3010 report of grantees does not include schools. We issue our scholarships directly to the universities, so we need the report to include these payments.

    I thought when I ran it initially the schools were there, but running it now for our auditors, they are not. A fix would be great, thanks!

    1 vote

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  6. remove grants in "New Bucket" from Grants Dashboard

    I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.

    1 vote

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  7. 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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  8. Please have a report for Custom Fields Donations

    Please have a way when you choose Custom Fields then ID you can pull a report from that particular field. Very important when we enter donations during GIFT Matching.

    1 vote

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  9. 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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