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Adding "Download Documents to Zip Folder" for Report Review option
When we review a report, we often receive 10-15 separate documents that are uploaded by the grantee at one time in different file formats (word, excel, etc). To view them in their native formats you have to go into each file to download separately...0
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Share views but lock for editing
It would be great if when we create a view, we can share it to others BUT have the option to lock it for editing (I.e only the creator of the view has edit rights) I've created some views specific to a PowerBi reporting, at the moment if I share t...0 Reviewed: Voting Open
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Click & Drag option to reorder fields
This is a universal ask to cover: the merge to PDF option, search columns, ad hoc reports, classifications, etc. It is tedious to manually click each field to get it to the correct position0
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Ethnicity/Gender/Age: improve ability to analyze grant applications with the numerical data collected.
Collecting ethnicity, gender, and age data is easy, but using the data for analysis is not. Grant applicants should have an easy way to submit this data and foundation staff should have an easier time, especially when exporting to Excel, analyzing...1 Reviewed: Voting Open
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Reports exported to Excel should use one row per record, rather than multiple rows
Buzzacott Case ID: C-07165 Buzzacott Enhancement ID: ENH-0324 Client: Media Legal Defence Initiative Contact Name: Celine Cornereau GIFTS Version: GIFTS Online 5.2, Patch 2 GIFTS Backend: Brief Description: Client would like GO 5.2 Excel export fr...0 Reviewed: Voting Open
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Expand the Report entry limit for larger data pulls
There is currently a 13-entry limit for reports; this means when we're generating reports with breakdowns for grantees that have a large number of individuals (eg, wage topups per person) we have to set up two separate reports and then combine the...1 Reviewed: Need Further Info
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Improve report format when exporting data to Excel and Word
The current export format is not easily edited because the data is organized in columns but not in tables. As a result, editing data in one column disturbs the format of other columns.0
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Create reports with multiple rows per record, for long text fields like Description
NEW FUNCTIONALITY Client would like ability to have multiple rows in reports in GIFTS Online, i.e if client has 8 columns in report, have 4 on row 1 and 4 on row 2 CURRENT FUNCTIONALITY Each record has 1 row, cannot split REASON FOR FUNCTIONALITY ...1 Reviewed: Voting Open
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Top 20 Report by Grant Amount and Year Span
BBGM has the Top 20 by Grant Amount and Top 20 by Number of Grants. I would like to be able to have a "year span" cutoff date. For example, I would like to know the Top 20 by Total Grant Amount AS OF 08/31/22. I cannot seem to get this to work. Is...0
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admin option to make a report as favorite for all users or choose users
Admin should have option to make a report as a favorite for all users or option to choose users.0 Reviewed: Voting Open