Settings and activity
193 results found
-
121 votes
This just released today..This should help with the reporting.
6/11/2025:Custom Reports: Added a new "CC Fee Donation" boolean field to donation reports. This enhancement allows users to easily identify and filter donations where credit card fees were covered. The field is now available as both a report column and a filter option, offering more flexibility when customizing donation reports.
Jesika Ellis
supported this idea
·
-
59 votesJesika Ellis
supported this idea
·
-
19 votes
An error occurred while saving the comment Jesika Ellis
supported this idea
·
-
32 votesJesika Ellis
supported this idea
·
-
66 votesJesika Ellis
supported this idea
·
-
150 votes
-
37 votesJesika Ellis
supported this idea
·
-
97 votesJesika Ellis
supported this idea
·
-
48 votesUnder Consideration · 3 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Jesika Ellis
supported this idea
·
-
48 votesJesika Ellis
supported this idea
·
-
121 votes
An error occurred while saving the comment Jesika Ellis
commented
Just another plug for this!
An error occurred while saving the comment Jesika Ellis
commented
Could a custom report for Opportunity ALSO include available fields for Opp Task Names, associated Descriptions and Notes text, as well as fields for the Profile associated with the Opportunity?
Currently, there are 3 potential Custom Reports (Task, Note, Opportunity) we can use to pull out almost all of this information, but the Available Fields vary dramatically within each of these, and none give a full Opportunity view or export.
Task custom report: Pulls in the Label+ for the profile associated with the Opportunity, Opp Type Name field, Opp ID#, Opp Task Name field, Stage Name, AND Task Description text field
Note custom report pulls in:
Task Type Name field +
full Note Text field
Ref Name field shows Opportunity ID#, BUT no Label/Name etc field for the Profile associated with the Opportunity, and no Task Description fieldOpportunity custom report pulls in:
Profile ID#/Label etc fields
Stage Name
Opportunity Type Name, BUT no fields for Task Name, Task Description, or any Note fieldsFor full integrated reporting, one custom report should have all these possible Available Fields, with both names (of Stages, Task Type, Opportunity Type) and ID#s as options, and certainly with the ability to capture the 'full' contents of an Opportunity record with Note and Descriptions text.
Jesika Ellis
supported this idea
·
-
109 votesJesika Ellis
supported this idea
·
-
53 votesJesika Ellis
supported this idea
·
Truly, this is so desperately needed for any Foundations managing a database for many different levels of staff. Please separate Edit and Create permissions for any and all coding or labeling options throughout CSuite!