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4 results found

  1. Errors on lots of dashboards

    The Top Individual, Top Household, Top Org, Top Funds, etc. on some of the dashboards (Donors, Funds, etc) are wrong. These are really cool features, so please fix so we can deploy these. Thanks.

    1 vote

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    0 comments  ·  Dashboards  ·  Admin →
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  2. Dashboard should only include closed months.

    Dashboards should only display closed months.

    3 votes

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    Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  3. 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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    Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

  4. 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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    Archived  ·  AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

    Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.

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