Internal vs. External Donations
With the implementation of a Donation Dashboard, having the ability to categorize donations as internal versus external would allow organizations a more accurate visual of donations received within a year. CSuite includes all internal grants as donations which overstates actual donation figures.
Destiny Howell
shared this idea
Released 1/3/2024: Enhanced Dashboards to have Custom Report Filters. Users will now see a Filter hyperlink at the top of a Dashboard. Once filter has been selected, users will see a list of Custom Report Filters that are available to apply to the Dashboard. Current year will be a default filter for dashboards. If a graph does not populate once a filter is applied, the filter may not pertain to that graph.
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Renee Couser
commented
I love the dashboard, but agree that it is deceiving because of the interfund transfers.
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Hank commented
Very much agreed. Nice idea. But, it is of little value until there is some filtering and sorting.
It's so simple for other companies to do this sort of thing. I have to wonder if there is a limit to what this system can do.
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Sue Jensen
commented
It's great to have this new dashboard. The donations are overstated in January as it includes all of the spendable transfers between funds. Please either exclude the internal activity or show it separately.
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CHRISTINE GREEN
commented
This dashboard is an excellent addition but without the ability to isolate external donations it's potential is limited.