Skip to content
← CommunitySuite Idea Lab

How can we improve CommunitySuite? Search or submit ideas below.

CommunitySuite Idea Lab: Donations/Pledges/Promises/Public Securities

Categories

JUMP TO ANOTHER FORUM

(thinking…)

Individual donations

There should be an option to pull an Excel report for an individual's donations to the Foundation. Right now you can only pull an excel report for a fund.

1 vote

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Brenna Lindsey-Schrupp shared this idea  ·   ·  Report…  ·  Admin →
Comments are closed An error occurred while saving the comment
  • Brenna Lindsey-Schrupp commented  ·   ·  Report

    When I pull a donor report it does not tell me specific details on that donation. NO date, details, etc. That is not useful at all - our donors want the details of their donation. If I pull a donation report, it pulls every donation ever given to use over the last 25 years, and takes 10 minutes to pull. That is not efficient. There needs to be a way to pull donations from an individual profile (just like how you pull a donation report from a fund). If we have a donor walk in who wants their donation history, that should be easily accessible information, not something that requires pulling all the donations of our organization since the beginning of time and filtering it down to one person.