68 results found
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Donations Report Fields: Opportunity Id and Opportunity Assigned Name
Fundraisers have requested to pull donations linked to opportunities assigned to them. To facilitate this, we have one option available: the opportunity type name. It would be beneficial if you could provide us with two fields—opportunity ID and opportunity assigned name—to filter by in the donations report.
10 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.
3 votes -
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 -
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.
4 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.
2 votes -
Make a Custom Report shareable as the default
Make a Custom Report shareable as the default
2 votes -
990 Division Checkbox Filter
Currently, the Division Filter only allows for all divisions or individual divisions. Please create an option to checkbox particular divisions so that it is possible to include and exclude particular divisions when utilizing the 990 reporting.
4 votes -
Make Vendor Name available for custom reports for Positive Pay
Check templates have a merge field vendor_name. It would be very helpful if that same field were available for custom reports. We use Positive Pay through our bank and it's important the report matches what is printed on checks.
5 votes -
Grantee Report - First grant date/Last grant date
We need a way to pull first grant date and last grant date on the grantee level (current functionality is only on the fund level) to track our new grantees and review inactive grantees (we consider any org that has not received a grant in the past 3 years to be inactive). These are included in our dashboard reports for committees and board.
7 votes -
Create Custom report option for Loyal Donors
I'm working in Donor reports and like that I can see each year of giving, and Custom Reports doesn't do this. I would LOVE a Loyal Donor report with a filter to select for donation date of 2023, 2022, 2021, etc. and be able to roll up donor information to the household with emails for both donors (if a household) and mailing address so we can thank/recognize donors for their loyalty.
14 votes -
add tasks to dashboard
Could we add a task area to the dashboard? It would be great to click on the dashboard and see everything in one place.
3 votes -
Ability to share Custom Reports with selected Staff
It would be helpful to have the ability to share custom reports in C-suite but only to selected staff and not to all of the organization. We have reports that are needed cross-departmental and if the person that created the report isn't available to run the report we either have to wait for them to return or try to reproduce the report. The data within the report isn't something we'd want to be made available for all staff to go in and run the report.
7 votes -
Add Report Name, Number, and Details on Export
It would be nice if the report information (name, number, report details, filters, etc.) could somehow be added to the csv export similar to how it is added when you export Audit Reports. Sometimes my team will run a report and just send me the csv file. It'd be nice if I could back track and more easily find which report their data is based of.
8 votes -
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).
7 votes -
Vendor ID in Custom Reports
Please add Vendor ID to the custom reports - Profiles. Ideally, I am looking for a report with csuite profile ID and vendor ID and this does not exist (confirmed by Csuite Support).
5 votes -
Custom Report - Event Campaign Guest List
Would like the ability to create a custom report for an event campaign guest list. Ideally all fields from the "Guest List" export (located in the campaign profiles tab) would be included as well as "work organization" and "work title" from an individual profile.
Use case: Professional advisors attend an event and are invited by an organization that is not their employer. When printing name tags for the event, if a profile has a work organization and title, would like to pull this information onto the name tags (not the organization that registered the individual for the event).
12 votes -
Global Search - search report names and ids
I would like the function to search by report name and report ID in the global search.
1 vote -
Report Date / Last Run Date
Would also be great if there was a Report Date / Last Run Date. Helpful to know how recently the report was run.
4 votes -
First and Last Donation Date to change based on other report filters
It would be extremely beneficial if the first and last donation date field would change based on other filters in the custom report. Ex. A donation report filtered by a fund that shows all the donors to the fund with the date of the first and last donation to that fund.
6 votes -
Add option to 'set notify' in custom reports
Add bulk option to 'Set Notify' on a custom report so that a profile type can be used to isolate only main advisors on funds to receive the notifications. Currently, only option is to bulk add 'Set Notify' on the fund advisor page which would add the notification to all advisors on every fund.
7 votes
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