Settings and activity

42 results found

1. Reports: Freeze the column headers

   57 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Feb 13, 2025

2. Donor Portal Financials - Only Allow Reporting on Closed Periods

   108 votes

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   Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Portal  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Feb 13, 2025

3. Fund Advisor Options - Donations and Grants Emails

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   41 votes

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   Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Fund Advisors  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Feb 13, 2025

4. Donor name on reports

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Reporting/Dashboards  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jan 10, 2025

5. Save Report Columns Options (ordering, naming, showing, etc.) on Print Screen in Financial Reports

   8 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jan 10, 2025

6. Batch Voucher Total in Grants Area

   3 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Jan 10, 2025

7. Net proceeds total for stock donations

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   8 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Dec 26, 2024

8. export till

   5 votes

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   Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Donations/Pledges/Promises/Public Securities  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Dec 26, 2024

9. Revenue Share: "Percent" and "Avg Balance" Columns do NOT export

   10 votes

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   Proposed Idea  ·  1 comment  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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   Jana Griggs supported this idea  ·  Dec 19, 2024

10. Formatting for "Amount" fields in all Content areas

    90 votes

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    Proposed Idea  ·  2 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Dec 19, 2024

11. Duplicate Grants

    7 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Dec 12, 2024

12. Print column headings on multiple pages of pdf reports from "print page"

    37 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Dec 9, 2024

13. Ability to Build Custom Financial Statements in the Reports Section

    31 votes

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    Proposed Idea  ·  0 comments  ·  CommunitySuite Idea Lab » Financials & Budgeting  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Aug 7, 2024

14. Custom Reports need more options for numeric values other than TOTAL (like AVERAGE, MIN, MAX, COUNT) without grouping or removing fields

    27 votes

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    0 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Holly Spitz responded
    Jana Griggs supported this idea  ·  Jun 6, 2024

15. Multifund Invoices

    26 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Apr 26, 2024

16. Revenue Share Deposits - Impact Investment Interest Income

    16 votes

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    Under Consideration  ·  0 comments  ·  CommunitySuite Idea Lab » Invoices/Loans/Accounts Receivable  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Apr 26, 2024

17. Navigation: Shift-Select Multiple Checkboxes #letshifthappen

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    48 votes

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    Proposed Idea  ·  3 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 2, 2023

18. investment strategy: option set a dollar amount

    19 votes

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    Proposed Idea  ·  5 comments  ·  CommunitySuite Idea Lab » Other  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Apr 8, 2022

19. Change Fund Group at a Point in Time

    97 votes

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    10 comments  ·  CommunitySuite Idea Lab » Funds  ·  Delete…  ·  Admin →
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    Proposed Idea  ·  Skye Weber responded
    Jana Griggs supported this idea  ·  Apr 8, 2022

20. Expand the Fund Beneficiary options from just percentages to both specific amounts and percentages.

    48 votes

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    Under Consideration  ·  3 comments  ·  CommunitySuite Idea Lab » Grants, Grantees, Grant Types  ·  Delete…  ·  Admin →
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    Jana Griggs supported this idea  ·  Feb 17, 2022