63 results found
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check report
When creating a custom report to list uncleared checks, the options to filter for "cleared" are boolean as Yes or No, when in fact the data about checks is either Cleared="Yes" or Uncleared=blank. Thus there is no way to create report that produces a list of only uncleared checks. It's frustrating to have to export a larger report and filter in Excel to get what I need.
2 votesThe cleared check field in the check custom report was updated to return a yes/no answer. Here is the release note from 5/4/2023:
Custom Reports: Resolved the following boolean fields when filter on the following reports and fields: Check Report-Checks Cleared; Fund-Loans; Accounts-Has Checks, Manage Cash; Files-Sticky; General Ledger-Reconciled; Grant-Pay Sponsored Org, Public Visible, Exclude Adminfee; Grant Status-Past Due; Note-Note Alert; Opportunity-Success; Campaign Profile-Attended, RSVP; Invoice-Historical.
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Add "Pay" email and "Pay" address fields to reporting options
The new "Pay" buttons for email and address are great, but we need the ability to report on them in Profiles and Custom Reports. Thank you!
2 votesReleased on 6/6/23:
Profile Report: Added the Pay Email and Pay Address, No charity status check, Last charity status check, Last financial date *inactive -pulls from the vendor profile designation.
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donor report display funds
It would be very helpful to display the names of funds to which a donor has contributed when running the Donor report. Ideally they would be displayed in separate columns so we have the ability to sort the list by the fund names. I realize I can filter the donor report by fund or fund group, but I still need visibility about which specific funds pertain to each donor that displays.
1 voteYou should be able to create a donation report add the fund and donor to the report. Then group the report by donor.
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Custom Reporting for Grantee Fields
Requesting grantee fields availability in a custom report--including the charity check information.
8 votes7/29/2024: Reports-Funds: Added Allow Additional Advisors field to the fund report. Nonprimary fund advisor address information will need to be populated on the Fund Advisor report. Added Parent Fund Name and Parent Funit ID. Added Need Primary Advisor Boolean Field to the Fund Reports.
Funds:
Reports-Profile Item Payment: Added invoice id and donation id fields.
Reports-Profile Org Role: Added org_prim field
Reports-Voucher & Voucher Item: Added reduce spendable boolean field, voucher id, Legacy code/ID and loan id fields.
Reports-Donation: Added Donation Address fields, receipt id, soft credit, and destination grant id.
Reports-Service Area: Added Assigned city & state (or null) fields
Reports-Campaign Profile Ticket: Added Number of seats "to assign", requests, and ticket note
Reports-Check Report: Added Vendor name and drillable check batch ID fields
Reports- Check Voucher: Added Vendor ID field.
Reports-Scholarship & Scholarship Payment: Added decision date to both reports.
Reports-Invoice: Added Loan ID field.
Reports-Recurring Donation: Added…
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report to manage sub group of funds or other types
Goal - to be able to create a custom report by a select group of funds- if one is monitoring 10 funds as an example. this is not doable today. as an example- i am managing 10 funds and want to be able to monitor them as a subset - thus i want a simple fund report with name and available fund balance. deally there would be a way for me to select the funds from a list or drop down once i was selecting on the fund name.... do you know what i mean? i assume folks would want…
1 voteYou can do this with filters on the reports. There is also a new Financial Advisor field that released 11/1/2023, I think this would help you with the fund balances with the funds you manage or using Fund Steward. Please feel free to reach out to suuport@foundant.com or success@foundant.com for additional training.
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financial reports columns - ability to remove unwanted columns
Please make the option available to exclude columns not needed (e.g., remove YTD Actual if we don't want it) from the canned financial reports.
5 votes- 12/4/2024:Financials: Updated the printing of Financials. This update will allow users to add headers and footer content to printed financial statements along with customizing report titles and columns. In Financials, users will find Content in the left-side menu. This will allow for financial_publish_header and financial_publish_footer. These content areas will be html compatible with the following merge fields: report date, title (this will pull the title from the Financials Settings), filter values, report timestamp, and report title. Settings is also a new left-side menu that will allow users to rename their reports. For example, Balance Sheet can be changed to Statement of Financial Position. When processing a financial report, users will see a new left-side menu option called Publish. Print will be a print option with the header and footer content areas added. Print will remove all lines on the report and it will print on a white background.…
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Urgent: Fix Scholarship Notes Reports Links
Please update the links for the Scholarship Item ID in the Scholarship Notes report.
With the Sship Item ID, I should be able to hop into the scholarship item profile, however these links are incomplete and I receive an error message. Please see the pictures below. My workaround is to download the report and add the correct link, but it is not ideal. I've reached out to support, but to no avail.
The report is fantastic, but not as helpful if we can't hop into that student's profile via an accessible link.
2 votesThis was resolved on 6/1/2023:
Reports: Scholarship Note Report - Resolved an issue that was not linking to the correct transaction when drilling into the Sship Item Id.
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Add donation advisor field as an option in donation custom reports
I understand that there is an advised donation report, but would love to be able to pull the field "donation advisor" into my custom donation reports rather than run two reports and cobble them together.
11 votesIn order to pull the donation advisor name into a report, select "Advisor Name" from the field list. Search for Advisor and scroll to the bottom of the list for all of the Advisor fields.
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Custom Fields for fund
It would be amazing if we could add a custom field for Funds like we can on profiles. That way we can tag funds with their field of interest instead of tagging the Owners who may have multiple funds.
4 votesCustom fields are available on funds. Once you create the custom fields you can use custom reports to filter a list of funds and set the custom field in bulk. You can also set grant type for a fund. Feel free to reach out to support@foundant.com
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Allow reports for Org roles to show if the role is active or not
Currently you are able to set Org roles as inactive or active, but it is not reportable. This means when a report is built to list those associated with the org roles, it shows all profiles with no way of sorting the ones that are currently active. It would be great if we could filter by whether or not that are active, or how some indication (like italics) that show the difference.
46 votes -
Add file share status to custom file report
We often put files on fund records and share them with our constituents. We would deeply appreciate if Foundant added the "shared (yes/no) field into file reports.
6 votesThere is a Shared File field available in File Custom Reports. There is also a shared File column in the Files table.
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Add Report Number when Report is open - by the report name
Please add report number by the report name so when a report is open, we can reference the number when communicating with Foundant via Chat or with other staff when creating reports for them, convenience...
7 votes03/11/2024: Custom Reports: Added the report number next to the report name when displaying report.
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Beneficiary Report that Includes Other Foundation Funds
Under Reports --> Fund Beneficiaries:
Users can run a report to see all the Foundation funds that have beneficiaries linked and the percentage amount set for said beneficiary. Wonderful!However, the report only shows external grantees. The report does not show other Foundation funds that are set-up as beneficiaries which would receive an internal grant when distribution is approved.
Can we please add other Foundation funds to show with the external grantees to show under the Name tab in the Beneficiaries Reports?
24 votesBeneficiary Fund fields have been added to the Fund Beneficiary Report. This will be in a release note for 12/28/2022.
The fields begin with "Bene" to indicate the fund that is a beneficiary fund.
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1099-NEC
Due to the new 1099-NEC form there needs to be a differentiator between the Form 1099 and the 1099-NEC boxes for vendor reporting.
47 votesThis was released on 12/7/2022. Here is the release note:
1099: Enhanced the 1099 reporting by adding a new 1099 menu allowing clients to create 1099 MISC and NEC reports. Clients can export the report for 1099 processing outside of CSuite. The report uses the 1099 code from the account on the paid expense to determine the 1099 designation. We will be removing the e-file functionality from CSuite, since many clients are handling this process when creating 1099 within another system. This now has a new permission.
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Cumulative donation field option for custom reporting
I would like a way to report out a donor's cumulative donations, both direct and advised, without having to sort through and organize tens of thousands of donations in an Excel spreadsheet. There is a custom reports field option for donation amount; I would like one that totals ALL donations from a donor so we are able to - for example - pull donors whose $100 donations add up to $2,500.
23 votes8/27/2025:Custom Reports: Added Total Donations and Total Donations Amount to Profile reports. This will allow for a more holistic view of a profile. Total Donations will display the total number of donations received, and total donation amount will show the total amount donation for a profile.
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Org Role "active" filter error in custom reports
When filtering on a specific Org Role and also filtering on "active" in the custom Org Role report, the filter is yielding profiles with ANY active Org Role and ignoring the filter for the specific Org Role listed in the filter.
6 votesThe active filter is no longer removing a org role id filter in a Profile Org Role custom report.
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Add Custom Report # to Displayed Title inside report screen
C'mon North America, let's end the madness.
With so many useful custom reports to manage, it'd be most helpful to make the custom report's # visible, when in the report itself - rather than just the title. That way we don't have to stop a filter update job midstream, just to confirm we're working off the right report.
Us users will know exactly where we are - a frequently good thing. Support team will be able to locate lost souls more quickly. Better CSuite = more good philanthropy happens more quickly, more often = mo' better.
4 votes4/5/2023: Reports: Enhanced reporting to have the ability to create the columns first by using the edit option next current fields. When selecting creating the columns for your report, clients can select the all or none option at the top of section or multi-select columns to display. Columns selected will populate in the right hand column, set column order and can be sorted from this view. Once all the columns have been select, use the save button just below the search bar.
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Permissions - allow users to delete own reports
We would like the permissions around deleting reports to be just a little more granular.
We understand there is currently an advanced permission to delete reports, meant to be assigned for "cleanup" as it would allow a user the ability to delete ANY saved custom report.
Rather than go quite this far, we would like another option. We would like an option that could be more safely enabled for ALL users... which is the ability for a user to delete their OWN reports.
43 votes10/2/2024:Permissions-Permits the user to view, export, filter, and schedule custom reports. Also permits the user to have API ability.
- When users have both Full Access and Custom Report Delete permissions, they can delete their own reports and any inactive users' reports. If users have Full Access and Custom Report Delete permissions and are part of the Admin group, they can delete any user's reports.
- This will be released for anyone with Custom Report permission, and may require updates from Administrators.
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Last Financial Date in Grantee profile
I dream of a world where "Last Financial Date" in Grantee profile is an available field for custom reports. Helpful for staying up to date which grantees are approaching a date where new documents need to be reviewed. Who's with me!
8 votesReleased on 6/6/23:
Profile Report: Added the Pay Email and Pay Address, No charity status check, Last charity status check, Last financial date *inactive -pulls from the vendor profile designation.
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Google Data Studio Integration
I think you guys talked about working with Google Data Studio for data visualization. What happened to that?
I've been exporting data from Csuite into Data Studio, but having live data exchange would be great.
5 votes
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