7 results found

1. Strip HTML from Rich Text Fields on List View or Report Export

   When exporting a reporting that includes rich text fields, the export includes unrendered HTML. This HTML then needs to be stripped out to make the content of the report readable.

   Suggest to add an option on the report and list view export to strip html from the export. Include a tooltip to advise that this will impact formatting.

   11 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Keep Report Builder window open when saving.

   Keep Report Builder window open when saving. This used to be the case but someone decided to "fix" this and close the report builder window when you save. I use multiple screens and every time I save the report builder window and open it again after viewing the report, I have to reposition the pop up window to the other screen each time.

   11 votes

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Under Consideration  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. Add cross-search pivot capability

   Allow Search results let the user select one or more records and click a "Pivot" option to show a listview of L1, L2, and/or CRM records that have a connection to the selected items.

   Use Case:
   I want to know about funded projects completed by some (not all) of the organizations from Region 5 that use fiscal sponsors. So I filter for organizations in Region 5 of types "Charitable" and "Non-profit Using Fiscal Sponsor", and get 19 results, of which 6 organizations are of interest.

   I select those 6, and then select from a "Pivot" option list including "Applications" and "Contacts" - in this case I select "Applications", and that returns 11 applications for the 6 organizations, showing the application ID, status, etc. (this should be configurable like any listview).

   Of the 11 applications, 7 are in "Closed" status, so I select those seven, and then select from a "Final Reports" from a "Pivot" option list that includes "Primary Contacts", Primary Organizations", "Grant Agreements", "Payments", "Progress Reports", "Final Reports", "Attachments", "Emails" etc.

   I can now review the completed fiscally-sponsored projects through those reports.

   If I simply tried to do an Activity Search for Final Reports related to Organizations in Region 5, I would have too many reports, or need to do further Boolean filter setup to filter fiscally sponsored application reports which would not not be easy. Plus I'd still have results I didn't want, since I couldn't manually select only the organizations I'm interested in.

   Allow Search results let the user select one or more records and click a "Pivot" option to show a listview of L1, L2, and/or CRM records that have a connection to the selected items.

   Use Case:
   I want to know about funded projects completed by some (not all) of the organizations from Region 5 that use fiscal sponsors. So I filter for organizations in Region 5 of types "Charitable" and "Non-profit Using Fiscal Sponsor", and get 19 results, of which 6 organizations are of interest.

   I select those 6, and then select from a "Pivot" option list including "Applications" and… more

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Monitoring Interest  ·  1 comment  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. Ability to get the latest activity with its fields in a report with L1 as parent dataset

   Users who are in financial or compliance would like to be able to report on existing Grants, with the latest (for example), budget amendment, financial report, etc. The report will contain Grant record fields, and latest budget amendment record fields.
   Currently, using the max function in a report column, only gives the max value of that specific column.
   This function or ability will be useful for a lot of clients.

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Proposed Idea  ·  0 comments  ·  Reporting and Analytics  ·  Edit…  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

5. Allow reports to display multiple addresses from address book

   When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).

   In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.

   Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type and the address data from those types.

   When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).

   In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.

   Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type… more

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. Enable Links to Open L1s in BI Dashboards

   With the BI dashboards set up it is possible to drill down to the project number, however it would be extremely useful to be able to open the project directly from the dashboard rather than having to make a note of the project number and then loading the submission manager to view it.

   I’ve attached a screenshot example view – this is a drill down to hub level, and although I have hidden the project reference numbers they are displayed beneath each of the columns – a great improvement would be to hyperlink the project reference numbers and open the details directly from the dashboard (providing you have the correct permissions to view the details).

   For organisations that display these dashboards on an external website, there could be a toggle on/off “enable submission manager hyperlink” (or similar) so that they have the option of creating a dashboard for internal or external view.

   With the BI dashboards set up it is possible to drill down to the project number, however it would be extremely useful to be able to open the project directly from the dashboard rather than having to make a note of the project number and then loading the submission manager to view it.

   I’ve attached a screenshot example view – this is a drill down to hub level, and although I have hidden the project reference numbers they are displayed beneath each of the columns – a great improvement would be to hyperlink the project reference numbers and open the… more

   •  

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

7. Include Object Name in Reports

   The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.

   We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what the object is (e.g. a status, a workflow, a user role, an activity, a custom field, etc) - if we need to troubleshoot following changes applied the addition of this field would help to quickly identify all areas of the system that need to be looked at.

   See attachment for an example - this is based on our current report and includes a suggested additional column for the object name (column E).

   The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.

   We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what… more

   • 

   • 

   1 vote

   Vote Vote Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Vote

   We’ll send you updates on this idea

   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating