25 results found
-
Add system variable access to scheduled report export name
Already available on report header and footers, just need system variable access on name.
4 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…
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…
4 votes -
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…
3 votes -
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.2 votes
- Don't see your idea?