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104 results found

  1. 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

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  2. Add Profile Fund Category to Fund Advisor Fund Custom Report

    Can you add the Profile Fund Categories to the Fund Advisor Fund Custom Report? We establish tab settings based on the profile fund category.

    We have been unable to find any other report that combines the tabs with the profile fund categories, fund advisors and fund information.

    35 votes

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    Proposed Idea  ·  2 comments  ·  Reporting/Dashboards  ·  Admin →
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  3. Make spendables a field in both the Fund Summary dashboard and the custom reports

    We are going to be producing monthly a spreadsheet that will help us determine who normally distributes in a particular time frame and their spendable/available cash.

    It would be a dashboard we can frequently review.

    However, the pre-made reports or the custom ones do not grab both the spendable/available cash that we would need for review.

    Other fields that we would find beneficial include: the distribution type/sub types, fund summary and fund advisor.

    Nice to have would be the grantee names/dates/amounts.

    The pre-made “Fund Report – Summary” is close and works well as a dashboard, but is missing some vital,…

    17 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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  4. Upload IDs - Legacy Profile Code

    It would be extremely helpful to us, as we continue to clean up our data after implementation, to be able to create reports, and group profiles, by Uploading Legacy Profile Code IDs. We're still grabbing data from our previous system, and those records do not have any connection to their counterpart Profile Id in CSuite.

    0 votes

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    Proposed Idea  ·  0 comments  ·  Reporting/Dashboards  ·  Admin →
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