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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.

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Billie Jo Lake shared this idea  ·   ·  Report…  ·  Admin →
Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

7/29/2024:Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.

Funds:


Reports-Profile Item Payment: Added invoice id and donation id fields.


Reports-Profile Org Role: Added org_prim field


Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.


Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.


Reports-Service Area: Added Assigned city & state (or null) fields


Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note


Reports-Check Report: Added Vendor name and drillable check batch ID fields


Reports- Check Voucher: Added Vendor ID field.


Reports-Scholarship & Scholarship Payment: Added decision date to both reports.


Reports-Invoice: Added Loan ID field.


Reports-Recurring Donation: Added Fund Name.


Reports- Admin Fee: Added admin fee start date.


Reports-Grant & Grantee Default report: Add Charity Description from Charity Check Log

Show previous admin responses (3)
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  • Lori Kaufman commented  ·   ·  Report

    Unassigned ticket report, report with Notes entered during registration, everything others have listed. This is critical.

  • Paulette Bassil commented  ·   ·  Report

    We need to pull report showing the registrar name, number of tickets, number of assign tickets, and guests name

  • Billie Jo Lake commented  ·   ·  Report

    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.