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Donation Date On Export Grants
When pulling a report from either Export Grants or Tableau it would be helpful to have the actual date of the donation was made for offline donations.0 Reviewed: Voting Open
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Usage Insights, allow for all data to be exported as spreadsheet
While the dashboard format is nice to look at, the limited data makes answering follow-up questions about the usage insights difficult to answer. Clients and their leadership seem excited by this information!0 Reviewed: Voting Open
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Add Occurrence Date as a Date Type on the Volunteer Events Report
Please consider adding 'ByOccurrenceDate' as a date type option on the Volunteer Events Report within Standard Reports. Adding this date type would allow us to pull a Volunteer Events Report based off of occurrences falling within the selected dat...0 Reviewed: Voting Open
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Add column for 'associated Group' to Volunteer Participation Report
Allow column for associated Group (as in the Groups Module) - this would be a helpful, additional level of coding for client admins. Volunteer Participation Report is generally the one stop shop for volunteer reporting but omits this detail. -
Add NPOc Compliance Information Date to Tableau
Tableau can pull in charity admin information as well as donation verification information, but it does not pull in compliance information. Adding fields indicating if a charity is compliant, as well as the date the compliance was signed, would be...0 Reviewed: Voting Open
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Incorporate 'Suggest an Organization' Submissions into Standard Reporting
Currently, there is no easy way for clients to report on the 'Suggest an Organization' submissions from their employees. This can create confusion among the status of organizations who have their vetting processes started this way. If these submis... -
Add date last log in to Tableau reporting
It would be helpful to add a reporting field in tableau that allows admins to pull a report on users last log in date.0 Reviewed: Voting Open
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Access to list of ED vetted orgs outside the US, their eligibility for giving status and their vetting expiration date
Our account manger use to provide AM Intl file (see attached) so that we were able to work with our in-country employees to find eligible orgs for volunteering and giving. The new vetting report that we don't have access to, only our account manag...1 Reviewed: Voting Open
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Add Check Cash Date to New AGR
In the legacy All Giving Report - you were able to build a report by check cashed date. That feature is no longer available in the new all giving report. Thrivent uses that report for auditing purposes and would like that added to the new all givi...4 Reviewed: Voting Open
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Allow Incentive Transaction Report to Pull in Multiple Programs
When building an Incentive Transaction Report, only one program can be pulled into the report. Many clients have multiple programs and need to review all simulatenously for various reasons. Enabling the ability to pull multiple programs into a sin...