108 results found
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Donation Rollup Reports
When you do a donation rollup report in custom reports, it spits back inactive household profiles. We would still like to use the rollup report to get the advised and household donations rolled up, but would like to see the name of the active individual attached to this household profile.
3 votes -
Household Steward Reports/Functionality
Working on a Stewardship Report for our development team using a Gift Report and it's been a hassle to identify the Household Steward for Individuals/Advisors. Is there any way we can either have household Steward/advisor household steward fields, or a way to roll up these fields so that we don't have to manually check on their profiles for these fields?
2 votes -
Default theme in data visualization tool
Would be nice to setup a default "theme" with colors/fonts/etc. that could be applied to all dashboard (for example, if time is taken to align the theme with organization brand)
8 votes -
Fund Balance Report or Custom Reports with Balance as of Certain Dates
I noticed a suggestion a while back to include $0 funds in the Financials: Fund Balance Report, and I would like to bring that back up. Or else a custom report where you can pull balances as of a certain date, not just the Current Balance. This would be extremely helpful for various reasons.
2 votes -
Reporting
Allow filtering on the same field more than once for the same report. For example, we might want to see 2 specific dates, or eliminate more than one batch or date from a report.
4 votes -
LYBUNT
LYBUNT Report in Dashboards is not accurate because it counts donations from households and individuals as separate.
For example, if Jane Doe only donated in 2025 but the Jane and John Doe household donated in 2026, the LYBUNT report would show Jane Doe which would be incorrect because Jane actually did donate in 2026 with John through the household.
I suggest having the LYBUNT report consider donations from indiv and their households as one unit to prevent this issue.
3 votes -
Donation Report
It would be great if there was a way to sort first time donations, but if the household already gave and then the individual then gave, it would not show up as a first time donation. Since, they already gave through their household.
4 votes -
Fund Report with Pledges and Donations
I would like to be able to pull a report with all pledges and donations related to a specific fund. This would allow us to tell who has and hasn't been reached about their annual giving whether or not we have the cash in hand yet.
8 votes -
Data Visualization Export Permissions
We appreciate the options for new data visualizations. However, the ability to send reports externally from internal data on a recurring basis for any user is concerning. We need to be able to restrict this based on staff who have the awareness of what should or shouldn't be shared externally without review. Can permissions be added for this?
Internal data needs to remain internal with no ability to unintentionally leak it externally.
7 votes -
Historic Fund Balance in custom reporting
Historic Fund Balance in custom reporting
6 votes -
DAF Internal Grant LYBUNT/SYBUNT Reporting (Internal Grant Activity)
We are looking for enhanced reporting capabilities for Donor Advised Funds (DAFs), specifically around LYBUNT/SYBUNT-style tracking based on internal grant activity rather than donations.
Currently, it is difficult to:
-Identify DAFs who gave (via internal grants) last year but not this year (LYBUNT)
-Identify consistent vs. lapsed DAF grant activity over time
-Create clean rollups at the fund/advisor level without significant manual work (often requiring Excel exports)Use Case:
Foundations want to proactively engage fund advisors who may have lapsed in their granting activity, similar to how LYBUNT/SYBUNT is used in traditional fundraising.Suggested Functionality:
-Native LYBUNT/SYBUNT filters for internal…1 vote -
Add More Fields to the Account Custom Report
When wanting to validate settings on each general ledger account it is hard to double check/verify any of the following settings as they are not possible to view in a custom report or to even export out of CSuite from the Chart of Accounts:
Functional Expense
Advisor
IRS 1099 Field
Investment Level
Financial View
Statement Account
Close to Equity Account
Vendor
Currency4 votes -
Would love to be able to set the default dashboard period
Currently, my Dashboard defaults to a rolling 12 month period. I just want data related to the current financial year. Every time I open the Dashboard, I have to edit the Start/End dates.
It would be great to have a default setting for this!!20 votes -
Tax Receipt Template in Donation Reporting
It would be beneficial to be able to add the Tax Receipt Template field available in reporting.
14 votes -
Donor & Donation Dashboards
We receive multiple internal donations from DAF's when Fund Advisors opt to support our work or contribute to our discretionary granting capacity. These types of internal grants are lumped into the dashboard (and reports) as one donor - us. As a result we are unable to use the dashboard to get an accurate count of "our donors." If cards could be added to the dashboard that equals count of internal fund donors, that would be brilliant!
Every time we try to monitor this metric, we have to export a custom report and run pivot tables, which creates a margin for…
1 vote -
Filter on org role date
Please allow us to filter by Org Role Date in custom reports. Currently, you can only see and filter by the Org Role Date in the Home Profile Designation area. It would be very helpful to filter by Org Role Date in custom profile and donation reports.
4 votes -
Recurring Alerts on Home Menu
My idea is for the Donations, Grants, and Vouchers on the dashboard to be outlined in a red box when there are recurring donations, grants, and/or vouchers to process. This is similar to what happens to Tasks when there is a task with a due date on or before today's date. It will make it easier to see what action is needed right on the dashboard.
103 votes -
Relative Prior: Last 4 weeks
We have a monthly board meeting, would love to make a report showing employee activity since the last board meeting but the closest options are "Last Month" (which would show events before the last board meeting) and "Current Month" (which would be missing events since the last board meeting).
If there was a "Last 4 weeks" like the current "Last 2 weeks", that would be perfect
2 votes -
Custom Log Report: Link to follow ref
It's great to be able to run a report based on employee activity but the logs in some cases are extremely vague (like "voucher - Unposted") and I can't even click on refId to view the entity and see more details. Please make refId clickable
2 votes -
pull donation reports from profile id upload
Hello,
We have a need to pull donations for certain subsets of profiles, which we achieve by running profile reports and filtering. However, we need to pull donation reports for these. Which would be simple if we have the option to upload IDs (as you do for other reports) and then be able to run a donation report on that uploaded list.6 votes
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