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28 votes
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Donna Sewell
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31 votesDonna Sewell
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160 votesDonna Sewell
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149 votesDonna Sewell
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4 votesDonna Sewell
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41 votesDonna Sewell
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14 votesDonna Sewell
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16 votesDonna Sewell
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13 votesUnder Consideration · 0 comments · CommunitySuite Idea Lab » Grants, Grantees, Grant Types · Admin →Donna Sewell
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55 votesDonna Sewell
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Additionally, we had the request below from a fund holder today. They would like to see annual data and the ability to export it:
As a Donor who supports many of the same organization annually, it would be awesome to be able to select a date range and then download a csv or excel with dates, organizations, and amounts of grants that have been made. This would allow donors to quickly see what donations they have made this calendar year, and what donations were made the prior calendar year. Right now involves several steps in the portal, including either by (1) clicking on each organization to see when the last grant date was and then manually entering this info into a self-created excel/worddoc (or writing it down) or (2) clicking on all statements for the current and present year and then manually recording that info into a self created doc.
From my perspective, the ability to select info by a date range, and then download would be a fantastic addition to the portal.