56 results found
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Allow Donor Addresses on Donations to be pulled for reports
The donor addresses found on donation records are not available to include in custom reports. Since the address on a donation may differ from what's found on a donor's profile, it would help to be able to view donation addresses through custom reports and exports. Right now, it requires manually viewing individual donations in the system to see that information.
25 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 Fund…
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Revenue Share Audit Detail CSV Export
Unlike the Admin Fee audit detail, the Revenue Share Audit Detail does not export as a CSV file. Instead, it gives a page that is much less friendly for providing to auditors. Please give us the option to choose how the Revenue Share Audit Detail is pulled out of the system, specifically, a CSV file.
5 votesRevenue Share: Added the ability to export the audit details for a revenue share transaction. This export will be a .csv file and be based on the calculation dates selected for the revenue share.
Things to note: If revenue share posting date is in the same time frame as the calculation dates, users can use the export prior to posting to preserve fund balances for audit records.
- Resources:
- Run Revenue Share
- Account Actions
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Decision Date - add to Scholarship custom report
Add the ability to pull decision date into a custom report for Scholarships.
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 Fund…
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Custom Report Filter: "AND" "OR" logic within one filter
It would be nice to allow "AND" "OR" logic within one filter, esp. for textbox fields.
Right now the logic can only exist between different filters, but within one filter/field, there is no flexible logic built in for multiple criteria, nor does it allow using the same filter more than one time (with different values).Examples:
(1) filter "Prefix" is "Mr." OR "Mrs." OR "Ms." AND "not null".
(2) filter "profile type" IS "x" AND IS NOT "y"41 votes9/13/2024:Custom Reports: Added the ability to create multiple filters for the same value. This will allow for is and is not filtering for the same value.
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Securities
Create a securities report that shows the fund, securities donated and the subsequent sales of each security. This would make it quick and easy to see which funds still have securities from original donations that need to be process through the sell process rather than the a statement voucher that just records the gains and losses.
1 vote9/4/2024: Donations: Enhanced the Public Securities workflow. Added the ability to import of stock on the donation record and sell of stock. Updated the securities table to use commas and six decimals places for Quantity and Unit Cost. Description will auto populate using the stock name and quantity of stock on look up of stock during creation, but not on edit of a security. Users have the option from the left hand menu to Upload file. This will allow for a .csv file with symbol, qty, description, unit_cost. Symbol and quantity are required fields on the import. User can use the csv template on the left hand menu to download the template for importing.
Public Securities: Added the ability import the sale of securities. Users will enter the sale date and account information. The fund field will auto-populate using the fund from the donation record and accounts. Users will enter…
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drahn@cfnem.org
When pulling reports for scholarships, can you add a school/grantee option. This is an option that we have to hand type for all of our scholarships, when we run a report. The school/grantee is needed for our audit and board meetings.
1 voteIn reports, there is a default report for grants. Running this report will include both grants and scholarship with the school listed.
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Add Grant Card Fields to Reporting
At this time, no fields are available in custom reports. There is a wonderful report built into the grant card groups (just by hitting the export button), but there is no way to recreate this in custom reports for all grant cards together. Instead you have to manually click into each grant card group and export each group to it's own file. This is not a good solution. If the grant card fields can be exported into an excel file from the grant card group, can we please add these to custom reports so that we can actually make use…
5 votes9/3/2024:Grant Cards: Updated Grant Cards to a bucket system to show New, Posted, Open, Expired, Canceled, and Completed to help streamline workflows. From a Grant Card Groups, the Expire Date and Balance have been added to the table. On the Grant Card ID, added the Receipt Sent timestamp to the Grants table.
Donations: Added the ability to Create Grant Cards to the left hand menu on a donation record. This allow users to easily create Grant Cards from a donation.
Custom Reports: Added Grant Card report that will display: grant card balance, cancel amount, cancel date, created timestamps, grant card amount, expiration date, card id, card code, require pin, and if the card is open or expired.
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Favorite Reports
It would be very convenient if you could mark a custom report as a "favorite" that would then appear at the top of the Reports screen in a "Favorite Reports" section for easy access.
78 votesThere was a new option to create custom categories for reports released on 5/6/2023. Please review the release note below. This could be an option to create a favorite report category.
Custom Reports: Enhanced Custom Reports to have a Save As option. This will allow clients to start with a report and make changes without losing that report. When saving a report, clients will now see a description field. This field can use this to create a description of the report which will be visible in the Custom Report list. In addition, there is now a new column for the creation date of the report. This will allow a User to identify when the report was created. A relative week date filter has been added. Selecting this filter will return data based on a Monday-Sunday week.
Enhanced Custom Reports with categories. Creating categories will give a User the ability…
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Please have a report for Custom Fields Donations
Please have a way when you choose Custom Fields then ID you can pull a report from that particular field. Very important when we enter donations during GIFT Matching.
9 votes -
Relative Dates for Reports
Currently, there is no way to schedule a report with a relative date (for example previous week). Say you want to have a weekly report of donations. Currently, this is not possible according to support. The date of reports never changes.
4 votes -
Custom Report: Add the field of Reduce Spendable to Voucher Fields.
Please add Reduce Spendable field to the Voucher Fields list.
2 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 Fund…
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Custom Reports: Multiple Filters
When I run custom reports I sometimes would like to apply a filter that covers multiple items. For example, a Zip Code filter that shows multiple zip codes or a fund filter that includes several funds. Unfortunately, the Custom Reporting does not include the same multi-select feature as Filter reports.
I don't know the backend setup that makes these different, but it is odd that I cannot do the same function in both report types. Unfortunately, filter reports have the multi-filter function but limit the fields I can filter on/include.
112 votes9/13/2024:Custom Reports: Added the ability to create multiple filters for the same value. This will allow for is and is not filtering for the same value.
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Additional Campaign Reports needed
There really needs to be more options for reports under campaigns/reports.
It's hard to pull reports for notes by campaigns.
List of profiles within a group or request, except by the guest list
no way to pull "unassigned" ticket report.17 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 Fund…
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Recurring Donations Report
It would be great if we could run a report for recurring donations which lists:
- Donors Name
- Start Date
- End Date
- Frequency
- Amount
Right now the only report you can run is for donations which came from recurring donations. This is a significant limitation as it means that our fundraising funds are unable to manage their own donor base.
7 votesThere is a recurring donation report in custom reports that has all the fields available in this request.
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Profile Fund Custom Report - Add Checklist to Filter on Profile Fund Category Name
On the Profile Fund Custom Report, we need the ability to filter the report based on more than one Profile Fund Category Name. Unless I'm missing something, it look likes this can only be done by filtering on the text field. Is there a way to add the LIST of Profile Fund Category Names to the filter option so that we can simply check the choices desired?
24 votesYou should be able to add Profund Cat Id to your report. Then when you filter use this same field to filter one..use the checkbox option to select the fund categories.
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API for CSUITE that works with PowerBI
There is an existing API for GLM and SLM. It would be great if the API would work for CSUITE
14 votes9/5/2024:We are excited to announce the release of the Power BI Connector, designed to enhance your reporting capabilities by integrating with Power BI. This new feature allows you to create detailed reports in Custom Reporting and seamlessly connect them to Power BI using the API. Easily connect report tables from Custom Reporting to Power BI using our new API feature. Build and customize reports in Custom Reporting and integrate them directly into Power BI for advanced analysis and visualization.
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Schedule a report with a sliding date
The ability to schedule custom reports with a sliding date filter. For example: a weekly report of all donations that were received in the past week sent to our development team every Monday. Currently we have select the entire year and sort it by date to pull most recent to the top and then they have to ignore or delete the older grants. While this is functional the sliding date feature would be a tremendous improvement.
1 voteThere is currently an option to do this. Use the relative date filter. So for your use case, selective Relative last week and schedule the report to be emailed each Monday.
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1099 report based on check date, not invoice date
Please correct the 1099 report to show totals based on payment date, not invoice date.
1 voteThe 1099 report is based on check date. If you see a different outcome than that, please contact support. I just tested this in my test site and it was populating the report correctly.
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Add check batch number to check custom report
It would be helpful to have the ability to search by check batch number. Currently, I see no option under the custom check report to include batch number as a field. This makes references to check batches less useful. E.g., a description in a recent background job said "Generate Check Documents: Batch 2372" but I couldn't search by the check batch, and the only way to locate it was to manually click through all of our bank accounts and look at the posted checks until I found batch 2372.
2 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 Fund…
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Custom Report ID
Report ID's for custom reporting should be listed next to a Custom Report Title for reference instead of having to close out reports to identify this information. This would allow for custom reports to stay open and active while discussing issues with CSuite Support Teams.
11 votesThe custom report id now shows on the custom report list. A description field was also added to allow the User to shed light on the reason/purpose of the report. This was released in May, 2023.
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