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85 results found

  1. Custom Reports: Multiple Filters

    When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.

    I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.

    102 votes

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    Proposed Idea  ·  4 comments  ·  Reports  ·  Admin →
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  2. Combine credit card fees with the donation amount

    Instead of having two separate "entries" for a donation when a donor is covering the CC fees, it would be great for those two numbers to be combined and show as one donation. When this process generates two donations, i.e., $500 donation and $23.50 in credit card fees, when you run a report for the Fund Advisor to update them on the number of donations that the Fund received, the number is not accurate because it is counting some of donations as two.

    100 votes

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    5 comments  ·  Reports  ·  Admin →
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  3. Fund Anniversary/Upcoming Anniversary Reporting Functionality

    I am in a strategic process here at the Foundation thinking through further ways to engage fundholders and we would like to pursue using the “Fund Open Date” data to acknowledge anniversaries.

    Currently, reporting will allow "Fund Open Date" field to be pulled by Month (regardless of year) but Relative date options are tied to year and will not produce a whole list.

    I’m able to pull the report and work in excel, but wanted to work with y’all if there might be a non-external way to do this entirely on the CSuite system.

    Desired improvement would be a functionality…

    42 votes

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    6 comments  ·  Reports  ·  Admin →
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  4. Add # of Gifts field to Profile reports

    You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.

    39 votes

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    2 comments  ·  Reports  ·  Admin →
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  5. Inception to Date Report with Fund Balances

    It would be beneficial to be able to create a report (similar to that of the audit report) that shows a funds beginning balance, the change in the fund balance for the time period (donations, grants, expenses, investment earnings, etc). ending balance. The key here would be for it to be just 1 report with 1 fund showing all of the years that the fund has existed or at least data is in CSuite. This is possible with the audit report but only for 1 year at a time. A year over year income statement gets the year over year…

    38 votes

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    6 comments  ·  Reports  ·  Admin →
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  6. Custom Report Filter: "AND" "OR" logic within one filter

    It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
    Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).

    Examples:
    (1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
    (2) filter "profile type" IS "x" AND IS NOT "y"

    32 votes

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    2 comments  ·  Reports  ·  Admin →
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  7. Favorite Custom Reports

    I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.

    27 votes

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    2 comments  ·  Reports  ·  Admin →
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  8. Add Profile Fund Category to Fund Advisor Fund Custom Report

    Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.

    We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.

    24 votes

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    2 comments  ·  Reports  ·  Admin →
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  9. Allow editing a custom report name, description or sharing without having to save as a different report

    It is fantastic we can now just use "Save" in custom reports to save updates to an established report. It would be mind blowing if we could also have the option to EDIT the report to update the description, the shared toggle or even the name without using "Save As" and deleting the older report.

    21 votes

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    1 comment  ·  Reports  ·  Admin →
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  10. Opportunities custom reporting option that includes Opp Tasks, Descriptions, AND Notes

    Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?

    Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.

    Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text…

    19 votes

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    2 comments  ·  Reports  ·  Admin →
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  11. Cumulative donation field option for custom reporting

    I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.

    19 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  12. Admin should be able to delete custom reports for all users

    As more and more custom reports are created and saved, Admins need the ability to delete reports created by others, whether they are active in CSuite or not. It is difficult to track people down to clean up their own reports, so Admin needs to be able to manage the list on user's behalf.

    17 votes

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    Proposed Idea  ·  2 comments  ·  Reports  ·  Admin →
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  13. Additional Campaign Reports needed

    There really needs to be more options for reports under campaigns/reports.
    It's hard to pull reports for notes by campaigns.
    List of profiles within a group or request, except by the guest list
    no way to pull "unassigned" ticket report.

    17 votes

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    3 comments  ·  Reports  ·  Admin →
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  14. If Then logic custom reports

    It would be great if we could have "If-Then" logic for custom reports

    17 votes

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    1 comment  ·  Reports  ·  Admin →
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  15. Make spendables a field in both the Fund Summary dashboard and the custom reports

    We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.

    It would be a dashboard we can frequently review.

    However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.

    Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.

    Nice to have would be the grantee names/dates/amounts.

    The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…

    16 votes

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    Proposed Idea  ·  0 comments  ·  Reports  ·  Admin →
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  16. Primary Contact Field in Reports

    You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.

    12 votes

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    Proposed Idea  ·  3 comments  ·  Reports  ·  Admin →
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  17. Allow 'StripeID' to be a field that can be included as a column in reports and be filtered on

    To assist with knowing which profiles have been created via Stripe, add 'StripeID' as an available field in profile reports for including as a column and as a filter. This will help with identifying duplicate profiles due to Stripe not matching on criteria specified. Not all duplicates show in the Duplicates listing.

    12 votes

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    2 comments  ·  Reports  ·  Admin →
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  18. Vendors Paid Report

    I think we need the Vendor Paid report back. I know there is a new 1099 Report but this is only for vendors that you have set up to receive 1099s. We have been with CSuite several years and many vendors were set up before I started. The Vouchers report can have the date range I need but it lists every voucher by date order rather than by vendor order. I also need the total paid for this time period instead of each voucher paid this period. I used the old Vendors Paid report to catch those vendors that were…

    12 votes

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    3 comments  ·  Reports  ·  Admin →
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  19. Report on 1st time donors to a fund, including fund advisors

    As a community foundation, we would like to know who are the first time donors to our operating fund on an annual basis. While we can run a donor report with information on individual donors (like first date and last date of donations), we receive a lot of donations from institutional funds (Fidelity, Schwab, etc) and it isn't possible to bring fund advisor information into that report.

    12 votes

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    0 comments  ·  Reports  ·  Admin →
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  20. Report field to indicate if a grant is a multi-fund grant

    It would be great to have a field within custom reports that indicates if a grant is a multi-fund grant or not. Currently there is no way to show this and multi-fund grants appear as individual grants based on the fund rather than one grant that is paid separately. This makes reporting on multi-fund grants a very manual process.

    Thank you!

    11 votes

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    0 comments  ·  Reports  ·  Admin →
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