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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.
Created 17 Apr 20:50 by Guest
Reporting
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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. ...
Created 21 Feb 15:39 by Savannah Heath
Reporting
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Reviewed: Voting Open
1
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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...
Created 28 Oct 16:40 by Lisa Maloney-Vinz
Reporting
3
Reviewed: Voting Open
1
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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.
Created 12 Oct 14:42 by Kate Campbell
Reporting
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Reviewed: Voting Open
1
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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.
Created 01 Jun 15:05 by Sarah Marien
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Reviewed: Voting Open
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Bulk Approve or Decline on Activities not In a Pending Status
The system doesn't allow you to do bulk approves or declines when an activity is not in a pending status. When the CRA Manager is updating the CRA Manager notes in the system you can only update one at a time instead of using bulk approve or decline.
Created 12 May 11:45 by Guest
Reporting
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Reviewed: Voting Open
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