74 results found
-
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 -
Upload Ids - Expand Report Types
Would be great if uploading by profile ID allowed you to create reports beyond just a profiles report - why not expand to include that for any type of report where profile id is a filterable option.
1 vote -
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 -
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 -
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 -
Fund Restriction Reporting and Naming
For the fund level restriction coding Default Restriction has a reporting field name of "funit type Id" and "Fund Restriction" but Spendable restriction and Principal Restriction are "spendablefunittypeid," "spendablefunittypecode;" and "principalfunittypeid," "principalfunittypecode."The naming convention is not consistent with the front end field display, and is not intuitive. Additionally the Fund (Default) Restriction is available in custom reporting, the others are not, and in the fund export the Fund (Default) Restriction is not near the other fields. I would prefer them all to be consistent in naming, and all reportable in custom reporting.
1 vote -
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).
13 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 -
990 Donor Report: Ability to generate based on profile type
On the 990 Report, allow for bulk action of adding profile type so we can use the profile type to generate a custom report showing each donation detail for the donors who are on the 990.
2 votes -
Report on Donations filtered based on tax receipt template/type
Be able to run a report where we can filter donations by tax receipt template type. We are receiving IRA QCD and are wanting a report that will show gifts that we received for that type of receipt specifically.
2 votes -
Scheduled Report Pickup within System instead of Email
Could you all add a report pickup location within the system for scheduled reports to be run and then downloaded from within the system? Currently, scheduled reports only have an email option which raises security concerns for donor or financial information being sent unencrypted over email to users.
Ideas could include putting a time line for expiration for scheduled report downloads (i.e., they are only saved in the pickup location for 24 hours) to prevent clutter.
1 vote -
Add # of Gifts field to Profile reports
You recently added "First Gift Date" and "Last Gift Date" as fields you can see on a profile report. It would be nice if you also added a "# of Gifts" field.
41 votes
- Don't see your idea?