6 results found
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Data Visualization/Customizable Dashboards
Need the ability to build customizable Dashboards within CommunitySuite so they can see their data in charts/graphs. Need year over year results on donations, pledges, donors, donor amounts.
12 votes -
Allow Donor Addresses on Donations to be pulled for reports
The donor addresses found on donation records are not available to include in custom reports. Since the address on a donation may differ from what's found on a donor's profile, it would help to be able to view donation addresses through custom reports and exports. Right now, it requires manually viewing individual donations in the system to see that information.
20 votes -
Custom Report: Add the field of Reduce Spendable to Voucher Fields.
Please add Reduce Spendable field to the Voucher Fields list.
2 votes -
Decision Date - add to Scholarship custom report
Add the ability to pull decision date into a custom report for Scholarships.
7 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
17 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
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