Settings and activity
207 results found
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14 votes
Madison Leighty
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16 votesMadison Leighty
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11 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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8 votesMadison Leighty
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29 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Madison Leighty
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5 votesMadison Leighty
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8 votesMadison Leighty
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4 votesMadison Leighty
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11 votesProposed Idea · 1 comment · CommunitySuite Idea Lab » Giving Hub (formerly Donation Portal) · Admin →Madison Leighty
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7 votes
An error occurred while saving the comment Madison Leighty
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17 votesMadison Leighty
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6 votesMadison Leighty
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70 votesMadison Leighty
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6 votesMadison Leighty
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65 votesMadison Leighty
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2 votesProposed Idea · 0 comments · CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities · Admin →Madison Leighty
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24 votesMadison Leighty
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8 votesMadison Leighty
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15 votesMadison Leighty
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22 votesMadison Leighty
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We have had to build workarounds for this kind of limitation more than once. For example, we are unable to create a single report that lists all open opportunities *and* opportunity note information where it exists (need to create two separate reports and then combine in Excel) in order to get an overview of moves management activities. Additionally, we would love to build multiple functional reports that incorporate donation and profile fund category information together (e.g., report a list of donations over a period of time and include profile info of the fund founder for each donation's fund), but we are unable to do so because these areas currently must be reported separately. Enhancements and expansions to the custom reporting area by CSuite developers would not only have a major impact for those of us who rely heavily on reporting for our work, but also greatly reduce the number of IdeaLab requests that boil down to "please add ___ field to ___ custom report."