12 results found
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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.
16 votes -
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.
14 votes -
Add 3+ layer parent/child relationships of tags to the tag library, and make them searchable based on parent/child status as well as by tag.
Use case:
Parent tag #Training
Child1 tag #StaffDevelopment
Child2 tag #RequiredCEUs
Child2 tag #TeamBuildingChild1 tag #VolunteerEd
Child2 tag #Orientation
Child2 tag #SkillWorkshop
Child3 tag #SurveyAdmin
Child3 tag #FocusGroupMgmtAnd so on. A search on the tag "Training" would deliver not only everything explicitly tagged "#Training" but all the child tagged-items; a search on #SkillWorkshop would deliver that plus its two child tags, and a search on "RequiredCEUs" would deliver only items with that specific tag.
2 votes -
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
3 votes -
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…
3 votes -
Add option to display data as percentages on charts.
Currently, we only have the option to display data on charts as counted totals. We would like to be able to display data as percentages on these charts for evaluation purposes.
2 votes -
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…
2 votes -
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…
1 vote -
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…
2 votes -
The ability to choose to wrap text or not for list views (functionality like excel)
Some of our fields can have long values. I want to include them in listviews, but the text automatically wraps so that you can see everything. That sometimes makes a single record take up an entire page.
I'd like the ability to opt out of text wrapping for some columns- completely understand that that means I may not be able to see all the text in the column. Sometimes it's enough to see that it is filled out, or the first few words.
This would be similar to excel or google sheets, where you can determine how wide each column…
1 vote -
Allow impact maps to run off of grant record owner (Primary Contact)
Currently Impact Maps can only run for organization based grants. Please allow them to run for grants to individuals which would reference the Primary Contact field on a record.
1 vote -
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
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