36 results found
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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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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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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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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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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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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 Report ID
Report ID's for custom reporting should be listed next to a Custom Report Title for reference instead of having to close out reports to identify this information. This would allow for custom reports to stay open and active while discussing issues with CSuite Support Teams.
11 votesThe custom report id now shows on the custom report list. A description field was also added to allow the User to shed light on the reason/purpose of the report. This was released in May, 2023.
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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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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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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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Profile Fund Custom Report - Add Checklist to Filter on Profile Fund Category Name
On the Profile Fund Custom Report, we need the ability to filter the report based on more than one Profile Fund Category Name. Unless I'm missing something, it look likes this can only be done by filtering on the text field. Is there a way to add the LIST of Profile Fund Category Names to the filter option so that we can simply check the choices desired?
23 votesYou should be able to add Profund Cat Id to your report. Then when you filter use this same field to filter one..use the checkbox option to select the fund categories.
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Favorite Reports
It would be very convenient if you could mark a custom report as a "favorite" that would then appear at the top of the Reports screen in a "Favorite Reports" section for easy access.
78 votesThere was a new option to create custom categories for reports released on 5/6/2023. Please review the release note below. This could be an option to create a favorite report category.
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.
Enhanced Custom Reports with categories. Creating categories will give a User the ability…
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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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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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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 -
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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Electronic Filter for Check Custom Reports
Please add an option to the Custom Report "Check". We have a custom check register under this custom report. There are no filters or options to show the check was electronic or not. The check # is blank, but it would be nice to have an option to pick whether or not the check was electronic.... so it can show up on the report on why there was no check # with that payment.
8 votesA boolean yes/no electronic check field was added to the check custom report on 6/6/23. This can be added to your report to identify the electronic checks on your register.
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Add All Tabs to Fund Advisor Fund Custom Report
Currently, in the Fund Advisor Fund Custom Report, only a few of the tabs are available (Donation, Files, Grant, Grantcatalog, Grantrequest, Statement). Is it possible to add all tabs to this report?
That would include Pledges, Receipts, Voucher, Invoice, Split Interest.
This would be very helpful in our data validation process to confirm that the correct tabs were selected for each fund advisor.
12 votesReleased on 6/6/23:
Fund Advisor Report: Added the following fields: Pledges tab, Donate Tab, Receipts Tab, Voucher Tab, Invoice Tab, Investment Tab, Internal Loans Tab (if enabled), Split Interest Tab.
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Notes/narrative field for Custom Reports
It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.
13 votes5/3/2023: Custom Reports: Enhanced Custom Reports to now 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.
Enhanced Custom Reports to now have an option to view only the reports created and shared by or with the user. Creating categories will give a User the ability to create a new categorized list of the custom and default reports. Clients will…
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