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7 results found

  1. Dashboards- Filtering by custom fields

    Be able to filter dashboards by custom fields like you can custom reports. We use custom fields and would like certain donations filtered out by this custom field within donations.

    4 votes

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    Proposed Idea  ·  0 comments  ·  Dashboards  ·  Admin →
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  2. Fund Dashboard

    On the "details" tab of the fund, you have the asset balance clearly visible. occasionally, other staff think that is the available balance but it isnt. it would be nice to have the following below the asset balance or along with the asset balance: grants payable/accounts payabe, net available balance, YTD grants, YTD gifts, YTD Other transactions.

    2 votes

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    Proposed Idea  ·  0 comments  ·  Dashboards  ·  Admin →
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  3. Dashboard should only include closed months.

    Dashboards should only display closed months.

    3 votes

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    0 comments  ·  Dashboards  ·  Admin →
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  4. Custom Metrics Dashboard in addition to the Native Metrics

    With the new Metrics Dashboard implementation, it would be helpful to build customized metrics for charts & graphs. For instance, a metric analysis that shows our giving by our focus areas on our application and/or a metric that shows our giving by geographic location areas.

    Both of the above metrics are questions on our application with drop-down boxes.

    1 vote

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    0 comments  ·  Dashboards  ·  Admin →
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  5. stripe donations

    It would be great to have new stripe donations notified/highlighted on the dashboard

    12 votes

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    2 comments  ·  Dashboards  ·  Admin →
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  6. Allow customizing of Fund Reports

    Allow for fields to be added for Fund reports. For example, each fund report displays Current Year and Last Year and shows what a profile gave to that fund in the respective year.
    This would make a great LYBUNT report if we were able to add contact information fields to the report and if needed, the amount and date of other donations made by those individuals during that time frame.

    6 votes

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    0 comments  ·  Dashboards  ·  Admin →
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  7. Fund Summary Report

    This is a very clean helpful report. Only thing I would suggest is a column for # of funds CY and LY. This is truly the primary dashboard I was hoping to see in Google Studios, but its here now! If additional consideration is given to this report, allowing users to filter this by the main four tables (group, subgroup, division, segment) would be helpful.

    5 votes

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    1 comment  ·  Dashboards  ·  Admin →
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