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Include Give payment details in Tableau report
Currently we have to download reports from the AGR and Tableau and combine.0 Reviewed: Voting Open
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Event export should show all events within selected timeframe
Currently, if you pull an events report based on participation date, it will only include events that have volunteers registered. I want the ability to get a report of all events planned for that time period, regardless of # of volunteers. My curr...0 Reviewed: Voting Open
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Friends and Family Volunteer Activities
Friends and Family service activities should not show up in the CRA Manager for approval. The bank doesn't receive CRA credit for friends and family activities only bank employees. If the activities can't be redirected a guest distinguisher would ...0 Reviewed: Voting Open
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CRA Manager Tags
Create CRA Manager tags that can be used during the approval process. Here are the following headers CRA Purpose and CD Service Provided. Under the header CRA Purpose are the following focus areas: Affordable Housing, Community Service, Economic D... -
CRA Save Button -Editing CRA Survey Questions
When editing the CRA Survey questions colleagues continuously missing clicking the Save Button. Therefore, the edits or changes are not being saved causing colleagues to make repeated attempts in the system. The Save Button should be made to appea... -
Add Employee Type to new AGR
Currently in legacy there is an employee type column, we use this to filter out retirees and employees, this is not in the new AGR. This is extremely important when we do our reporting to leaders.1 Reviewed: Voting Open
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Reports currently have a field called "County" but it doesn't populate. We would like to be able to sort reports by County.
The adhoc reporting functionality is extraordinary and we would love to break down our reporting further by using counties. We only operate in one state so we do focus on one county at a time when we expand, and this would be very helpful to see. ...0 Reviewed: Voting Open
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Add full organization address in Incentive Transaction Report
This would be useful because we are now required to list full addresses of all organizations on our reports bc they eventually roll up to our end of year tax report where full addresses of all organizations we gave to must be included. Right now i...3 Reviewed: Voting Open
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Reporting Tools Insights Dashboard - Participation by Geography - Allow user ability to choose HR field and order for filtering
Ability to choose which geography HR file field to start filtering by instead of only have region > country > state > city. For example, my client wants to be able to choose country or state as starting filter.0 Reviewed: Voting Open
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Include Give custom questions in Tableau reporting
Currently we have to download reports from the match manager and Tableau and combine.