include all data fields if record available for a report
If a record is included in the list of data to select for the report, allow all fields on the record to be added to the report. Example: opportunity report allows me to report org role id and type but not the start and end date. We track when donors are added to our legacy society through org roles (because it's dated) and stewarding those members through opportunities, it would be helpful to know when they joined (start date).
Lynn Oltmanns
shared this idea
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Sally Weldon
commented
If a field exists for data entry, it should be available for reporting. Here's our running list:
missing fields custom report by group:
Fund Advisor Fund
• Scholarships
• Last Login Date -Campaigns:
• Group Information (we don’t use but if we did we would need this data)
• Start Date
• Total Seats
• Seats Sold
o Any updates to campaigns have not resulted in more reporting fields available, only the basic 12 fields – an event details page has 21 fields, groups tab has three, Requests has three.Profile:
• Primary address TYPE
• Address Date (for summer/winter)Grants:
• Master Grant ID
• Grant Advisor (one entered, not Fund Advisor) (added 8/14/2023)
• Grant Letter Template (added 6/2/2023) -
Madison Leighty
commented
We have had to build workarounds for this kind of limitation more than once. For example, we are unable to create a single report that lists all open opportunities *and* opportunity note information where it exists (need to create two separate reports and then combine in Excel) in order to get an overview of moves management activities. Additionally, we would love to build multiple functional reports that incorporate donation and profile fund category information together (e.g., report a list of donations over a period of time and include profile info of the fund founder for each donation's fund), but we are unable to do so because these areas currently must be reported separately. Enhancements and expansions to the custom reporting area by CSuite developers would not only have a major impact for those of us who rely heavily on reporting for our work, but also greatly reduce the number of IdeaLab requests that boil down to "please add ___ field to ___ custom report."