66 results found
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Primary Contact Field in Reports
You can set a primary contact for an organization. But there is no way to pull that into a report. We prefer not to set the contact on the actual organization profile because it then prints that name on a check. There is no way to pull primary contact as a field in a report. It would be great if this was a reportable field so we can create effective and efficient contact lists.
25 votes -
Donor name on reports
When an interfund grant is processed the donation side of the transaction lists the name without the corresponding fund number when reporting. It would be helpful if the full name including the fund number displayed on reports.
3 votes -
Option to delete more than one report at a time
Please add an option to be able to delete more than one report at a time. I'm searching for reports I've created by date last run (in this case 2022) and after I search, select a report to delete, then confirm delete, the screen goes back to all custom reports and I have to research and do the whole process again to delete another report. Add an option in the Bulk to also be able to delete reports.
4 votes -
"Grant Letter Template" name as grant report field
"Grant Letter Template" name as grant report field:
It would be very helpful to be able to add the grant letter template name as a field to CSuite grant reports.
This field would allow us to do a quick check of all the recent grants to ensure the right template was applied before printing our grant letters.
6 votes -
Filtering should include nulls/blanks unless the filter is to exclude it
Currently when filtering on a field to to exclude something, it is also removing all fields that are null as well. For example on a donation report, when I put the filter on the field Donation Type ID so it is NOT "In-Kind", one of our options, then it will remove all "In-Kind" donations from my report as well as all donations without a Donation Type ID, which is every Stripe donation.
5 votes -
Pledge Reporting - Custom Reports
Add partial cancelation field in pledges in custom reports. This will allow for a formula to get the true amount outstanding for a pledge in custom reports.
I am aware the information is available in the pledge module. Unfortunately, the reports in the pledge module are not able to be linked to PowerBI or Google Looker Studio.2 votes -
scheduled reports
Scheduled reports: Would be nice to be able to add text to the body of the email when scheduling reports for distribution. This would allow for addition information to the recipient on purpose and/or use of the report data. Particularly useful when sending data in CSV format where that data is intended for use in a subsequent process.
5 votes -
Include Custom Fields in Standard and Customized Reports in System
We utilize a custom field to filter our expenses and vouchers by department. However, when creating reports or pulling a standard report from the system, this custom field is not included as a filtering option. It would be helpful to include custom fields in all reports that the system generates and not require additional steps to get the report to filter appropriately.
2 votesAt this time we do not plan on adding filters to default reports. Custom Fields are available in filters in custom reports and the list area of objects.
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Reporting for multiple objects at once
When building a custom report, it would be very useful to be able to report on fields from multiple objects at once. Systems I have used with this capability approached it by starting with a primary object selection (donations for example) and then once you add the unique field for another object (profile id of the donor for example), your list of fields would expand to show all of the fields associated with that new object. Event just the ability to expand into 2 objects would solve a lot of cases where we currently need to pull multiple reports into…
13 votes -
Add Profile ID to Profile Type Report
Would love for Profile ID to be be added as a Field on the Profile Type report. When working to maintain the data integrity, particularly within Profile Types, it's incredibly difficult and time consuming to do when you cannot easily get a count of profiles that are associated with each Profile Type. By adding Profile ID, I'd at the very least be able to export all to Excel and create a pivot table.
1 voteProfile Type can be added as a column to a profile report OR from profile types in the profile left menu, select the profile type id, then list profiles.
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Donor Rollup Report: Date of Last Gift
On the donor rollup report, it appears that if someone is part of a household, but has given individually, it’s not showing the date of last gift. It’s blank for the household. If only the household has given, the date is there, but not if someone that is part of that household has given individually. Total donations are there, just not that field. The only way to determine the date of last gift for the household is to examine the regular donor report. You have to look at each member of the household, and isolate the last gift date for…
5 votes -
Add "Grant Request Advisor Name" field to Grant and Grant Status custom reports
The "Grant Request Advisor Name" field only exists on the grant request record and in the Grant Request custom report. We would like to see this field available in other reports such as the Grant Report or Grant Status custom report so that we can pull that into grant reports. Is that a possibility?
2 votes -
Comprehensive Money In Daily Report
Comprehensive Money in Daily Report --- why is there no Money In Report which will capture Donations AND Profile Payments/Event tickets which can be filtered/run per day? Currently these buckets of money in live in separate sections in CSuite and we have to pull two different reports.
3 votes -
Favorite Custom Reports
I know there was already an idea submission about marking custom reports as a "favorite" and it was marked as implemented when the categories were added, but as one poster noted, the categories don't solve this request. Categories are company-wide and favorites are specific to the user. I cannot use a category to mark my favorites. Please consider re-opening this issue.
49 votes -
Adding an Org to a Household for Roll-Up Reporting
I am wondering if CSuite could make it possible to add an Org profile to a household. This would be extremely helpful for donor roll-up reporting. We have many donors who hold DAFs outside of the foundation. When necessary, we create an Org profile for these DAFs. Over time, our donors may give from different entities (as an individual, as a household, and/or from their external DAF). For internal reporting, it would amazing if we could add the external DAF to the household so that in a roll-up report we get a summary of donations from all entities.
In the…
1 vote -
Archiving Reports/Writing Over Reports
It feels like it should be an option to archive reports that may need to be used in the future but not at this moment.
We have noticed since you are unable to write over reports not made by you and there isn't a permission to change that, we're saving similar reports over and over. Whereas if we could archive similar reporting, we might be able to keep the Custom Reports clean and still manage information needed in the future.
5 votes -
Reporting
Currently, if you want to create a custom report only showing certain GL accounts, when you filter a bunch of accounts, it lists all of them at the top of the report in the filter section and when you export the report. It would be nice to be able to hide that field so when looking at the report or exporting it looks clean. The goal is to use some of this reporting for managers, but listing 20 accounts that are being filtered makes the report look messy.
1 vote -
Geographic mapping tool for reporting
Hello - I am wondering if at some point you all could have a geographic mapping tool for reporting so that we can share pins on a map for grants, gifts, and other reportable things as long as we have an address. This would be great for strategic planning, Board meetings, etc. Thank you
5 votes -
Include reporting of notes for all records they can be added to
It would be nice to be able to report notes with a profile, fund, or recurring grant or any other object on the same report. And the report still report the main object (profile, fund, grant) information even if a note is not present. We are trying to monitor recurring grants the donors initiate from the portal. They often include a note that never gets seen unless you expressly go looking for notes.
1 vote -
Make a Custom Report shareable as the default
Make a Custom Report shareable as the default
2 votes
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