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Option to not send scheduled report if report is blank
Sometimes people set up reports as a notification. One such use case would be a payment that has been voided or put on hold. Right now, you have to click on the link, download the report, open it - just to see it's blank. It would be more helpful ...0
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When sharing a report that you have created, adding the option to notify the individual whom you shared with via email.
Our team often has reports that we might create or adjust to meet the needs of ad hoc requests. As we are still newer in GrantsConnect, we are sharing reports with each other pretty frequently. We think it would be very helpful to have the person ...0 Reviewed: Voting Open
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Make a copy of a Dashboard
Provide the option to make a copy of a full Dashboard from year to year. We use GrantsConnect for three separate grant programs and have annual dashboards for each program. Every year, I have to manually create a new dashboard for each program in ...0 Reviewed: Voting Open
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Allow Users to Export Applications Tab View
The filtering enabled on the Applications tab is great for pulling up specific applications needed to review, having the ability to export this page as a report instead of needing to go into the Reports page and then recreate all the filtering alr...0 Reviewed: Voting Open
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Ability to add Grant Manager information/form responses to Payment Adhoc Reports
Ability to see Grant Manager response fields with Payment exports, would allow for full program picture under lens of Payments and batches1 Already exists
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Add Parent Charity Details to Ad Hoc Reporting
There are multiple child listings for organizations where we send funds to the main parent organization. An example is American Heart Association. The profile used may be a child charity, but the money goes to the main headquarter location. We nee...0 Reviewed: Voting Open
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Help Organize Reports in Ad Hoc
We use GrantsConnect to manage as many as 8 programs. We create Ad Hoc reports for various audiences and needs. We'd like the ability to create folders in Ad Hoc and Data Hub to organize the reports into. It'll look cleaner and reports will be eas...1 Reviewed: Voting Open
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Add reporting option of "does not contain"
This would equally as helpful as the "contains" option0 Reviewed: Voting Open
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Usability of Ad Hoc Reporting
For drag and drop make the two lines a plus sign to add them with one click to the report (they automatically go to the end of the report) Make an X or - to remove them from the report (instead of the two lines and dragging to remove) Remove the l... -
The ability to provide a report showing that a particular communication went out
As their CSM, I recently ran into an issue when running into a bug that improperly recorded that 70 emails went out when they did not. In the future, I'd like to be able to confirm with the client with confidence that a mail actually went out, whi...0 Reviewed: Voting Open