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  1. 10 votes

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  2. 6 votes

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  3. 14 votes

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  4. 24 votes

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  5. 28 votes

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  6. 1 vote

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  7. 2 votes

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  8. 13 votes

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  9. 25 votes

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  10. 1 vote

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  11. 6 votes

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    Mark Bejcek commented  · 

    Please include the "Last Login" field in custom reports and the Export CSV on the Fund Advisor page.

    It would be extremely helpful to have access to a Last Login field for Fund Advisor users in both custom reporting and the Export CSV. This data point would allow staff to:

    Track engagement with the Fund Advisor Portal

    Monitor inactive users over time

    Measure portal adoption and effectiveness

    Proactively reach out to unengaged advisors

    Currently, there is no way to systematically report on or export this information, which makes evaluating portal usage difficult. Adding this field to reports and exports would provide valuable insight into fundholder behavior and help foundations better tailor outreach strategies.

    Mark Bejcek supported this idea  · 
  12. 1 vote

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  13. 3 votes

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  14. 3 votes

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  15. 20 votes

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  16. 4 votes

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  17. 11 votes

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  18. 11 votes

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  19. 1 vote

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  20. 7 votes

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