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10 results found

  1. Ability to build custom dashboards

    18 votes

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    Under Consideration  ·  1 comment  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter commented  · 

    It would be extra nice if you could link the dashboard to Sharepoint/Teams so staff who don't use C-Suite as much would have easy access to see our metrics. Not sure if that's possible, but it would be nice.

    Wendy Painter supported this idea  · 

  2. Decision Date - add to Scholarship custom report

    7 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter supported this idea  · 

  3. Data Visualization/Customizable Dashboards

    13 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter supported this idea  · 

  4. Create Custom report option for Loyal Donors

    12 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter supported this idea  · 

  5. Inception to Date Report with Fund Balances

    44 votes

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    6 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter supported this idea  · 

  6. Enable Two-Factor Authentication via Text Message

    79 votes

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    Planned  ·  7 comments  ·  CommunitySuite Idea Lab » Fund Advisors/Fund Advisor Portal  ·  Admin →
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    Wendy Painter supported this idea  · 

  7. Link one note to multiple profiles or funds

    38 votes

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    4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Wendy Painter supported this idea  · 

  8. Notes: Collapse list to show most recent with ability to show all

    46 votes

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    Proposed Idea  ·  4 comments  ·  CommunitySuite Idea Lab » Notes, Tasks & Files  ·  Admin →
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    Wendy Painter supported this idea  · 

  9. Master Fund- Attachments & linking notes

    11 votes

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    0 comments  ·  CommunitySuite Idea Lab » Funds  ·  Admin →
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    Wendy Painter supported this idea  · 

  10. Google Data Studio Integration

    5 votes

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    0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Admin →
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    Wendy Painter supported this idea  ·