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69 results found

  1. Profile Fund Custom Report - Add Checklist to Filter on Profile Fund Category Name

    On the Profile Fund Custom Report, we need the ability to filter the report based on more than one Profile Fund Category Name. Unless I'm missing something, it look likes this can only be done by filtering on the text field. Is there a way to add the LIST of Profile Fund Category Names to the filter option so that we can simply check the choices desired?

    24 votes

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    2 comments  ·  Reports  ·  Admin →
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  2. 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.

    48 votes

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  3. Favorite Reports

    It would be very convenient if you could mark a custom report as a "favorite" that would then appear at the top of the Reports screen in a "Favorite Reports" section for easy access.

    21 votes

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  4. 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.

    8 votes

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  5. 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.

    8 votes

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  6. 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.

    17 votes

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    1 comment  ·  Reports  ·  Admin →
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  7. Add All Tabs to Fund Advisor Fund Custom Report

    Currently, in the Fund Advisor Fund Custom Report, only a few of the tabs are available (Donation, Files, Grant, Grantcatalog, Grantrequest, Statement). Is it possible to add all tabs to this report?

    That would include Pledges, Receipts, Voucher, Invoice, Split Interest.

    This would be very helpful in our data validation process to confirm that the correct tabs were selected for each fund advisor.

    12 votes

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    Planned  ·  3 comments  ·  Reports  ·  Admin →
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  8. Need full view of field names in custom reports

    please adjust the way fields are listed/viewed in the custom reports when the name of the field is so long that we cannot tell what the field actually is.... in custom report Donations for example, the field listing is so long but you have to click on each field to add to the report in order to see what the field is.... very frustrating and time consuming. Thank you!

    18 votes

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  9. 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…

    4 votes

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  10. Custom Reports - Sort Order

    Either sort Custom reports by Name or add ability to select preferred sort order within each category. Currently reports are sorted by ID Account (date created)

    4 votes

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  11. TASK Reports - need to report on who actually entered the task

    Task Report entered by: need to be able to report on who created the task.

    4 votes

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  12. Notes/narrative field for Custom Reports

    It would be very useful to have a narrative field for custom reports to communicate the utility of the report. We sometimes pile on filters that solve for quirky problems and it would be great to be able to indicate that on a report so that other users (or ourselves at a later date) can know how to use it.

    13 votes

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  13. 1099 Report - Include Vendor/Organization Email address in the report

    Please consider including Vendor/Organization email addresses in the 1099 Report as many 3rd party 1099 vendors such as Track1099 have the option to email the 1099 in addition to mailing them.

    3 votes

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  14. Public Security Sale Details Available for reporting

    Include the sale detail fields available on the public security report.
    Auditors want to see the audit trail of reciept, gift value and proceeds. The current report options do not allow for a report that shows the sale details

    7 votes

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    1 comment  ·  Reports  ·  Admin →
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  15. reports such as donations or grants should have ability to select "all" instead of a year or quarter option.

    Sometimes you are trying to find something and don't know what time period it may have either come in or been sent out. To see ALL activity for donor, vendor or grantee.

    4 votes

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  16. Hover or widen Available Fields

    When creating a report, there are so very many fields to choose from and, unless I'm missing something, it's incredibly difficult to know what each field means/is generated from. For example, on the attached file screenshot, there are loads of 'Fromgrant' fields but I can't see the whole field name. I can't drag the separator to increase the width of Available Fields so I can read the entire field name. There's no pop up when I hover my mouse over the field. So the only way I can figure out what each and every field is, is to add it…

    8 votes

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  17. Add option to remove decimal points

    Add option to remove decimal points on standard reports: Income Statements etc.

    3 votes

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  18. Custom Reports: save option

    A SAVE button in Custom Reports so you don't have to reselect the Share box and select the name of the report from a drop down selection. This drop down selection is by name, the report listing is by report ID. A SAVE button in the report editing area would save a lot of time. Then the SAVE AS button if you want to rename it or not share or share.

    23 votes

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  19. Add Invoice ID and Donation ID to Profile Payment Custom Report

    In support of requests from our auditors, we need a report that combines all money-in -- both donations and invoice payments. However, we have not found a way to create that in Custom Reports. We are looking for a way to combine both donation details and invoice payment details.

    Unfortunately, just the GL detail won't work for our auditors. They like to make their sample selections based on payment method and gift type - so we are looking for a way to pull this information or combine in the least painful way possible. Some of this information is obtainable from…

    7 votes

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  20. Add Custom Report with ALL Fields

    There are many times when I'm trying to pull a report, but can't get to various fields. It would be nice (and I would use this type of report A LOT) if there was an option to generate a report with all fields as options.

    23 votes

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