Settings and activity

61 results found

1. Do Not Allow Admin Fee to make a Fund Balance Negative

   31 votes

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   1 comment  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lori Melby supported this idea  ·  Jun 9, 2025

2. Admin Fee Report in Funds

   21 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Admin Fees & Distributions  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

3. General Ledger - Make Account Field a Drop Down

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

4. Journal entry order: keep in entry/import order

   7 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » General Ledger  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

5. Cumulative donation field option for custom reporting

   22 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

6. 990 Report - Option to filter to DAF

   15 votes

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   0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lori Melby supported this idea  ·  Jun 9, 2025

7. Allow editing a custom report name, description or sharing without having to save as a different report

   28 votes

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   1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Proposed Idea  ·  AdminSkye Weber (Admin, Foundant Technologies) responded

   
   

   Lori Melby supported this idea  ·  Jun 9, 2025

8. Comprehensive Money In Daily Report

   4 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

9. Reporting for multiple objects at once

   16 votes

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   Planned  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Lori Melby supported this idea  ·  Jun 9, 2025

10. Pledge Reporting - Custom Reports

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

11. Report Editing

    3 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

12. Export Date / Run Date

    22 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

13. Pledge Balances in Custom Reports

    4 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

14. custom report check date field

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

15. Report Filtering

    8 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

16. All in One Master Report

    19 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

17. Export format to excel to preserve hyperlinks

    6 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

18. Select users to share custom reports with instead of sharing with everyone

    11 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

19. Reports: Freeze the column headers

    55 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025

20. Would love to be able to set the default dashboard period

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    15 votes

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    Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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    Lori Melby supported this idea  ·  Jun 9, 2025