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Configure scheduled reports to automatically save to a shared network drive location
**BRIEF DESCRIPTION: Client would like an Enhancement to be able to run a report and then be able to have it saved to a network shared location ***CURRENT FUNCTIONALITY: Currently GIFTS ONLINE has a scheduled report option that will send a report ...0 Reviewed: Voting Open
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Break down reports by First Payment Due, Second Payment Due, etc.
•Brief Description: Client would like the ability to break down reports by First Payment Due, Second Payment Due, etc. •Current Function: Currently, users can break down payments by Fiscal Year in columns and can pull "Next Payment Due" in GO •Des...0 Reviewed: Voting Open
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Filter and sort reports by codes instead of code description
•Brief Description: Client requests the ability to sort by Code numerics in Reporting for GO •Current Function: Currently, when building ad hoc reports, you can filter/sort by Request Type Description, but not by Request Type Code •Desired Functio...0 Reviewed: Voting Open
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Prompts when running reports or saved searches
Instead of saving every filter value behind a saved report it would be really useful if some filters could be set to 'Prompt User When Run' so that the values can be chosen at the time of generation without having to go into Edit Filters. For exam...0 Reviewed: Voting Open
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Report Designer - add prefixes and suffixes to fields on report
Please can you re-add the functionality that allows us to prefix values in a report with standard text? For example, you used to be able to prefix combined fields so they made sense when grouped together: Risk Code: A Risk Score: 15 Where both Ris... -
Show Total Original Grant Amount in View Summary
We often reduce awards at the end of the grant period if the grantee does not expend all the funds. Currently, when you go to View Summary in the Options menu, it only sums the amended grant amount. I can add the Original Grant Amount to the view ...0
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View Summary in the workspace – show by status as well as disposition
Please can this show a split by status and type as well as disposition? Disposition is great but we usually need to use this summary at a time when a group of records are all at the same disposition – breaking them down into status would be super ...0
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Run a report based on the selected requests
In Alta, you could select specific requests for a report by clicking a box. That is not the case in Gifts Online. The system allows you to select the specific requests but when you generate the report, all requests are included. It doesn't make se...0 Reviewed: Voting Open
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Auto add numbers to each record on a report
When creating a report, you can include Record Counts in the grant totals at the bottom of the report, but it would be ideal to add a number automatically to the left column next to reach record on the report. For example, if my report had (27) re...0
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Allow Rounding Of Numeric Score Average
Currently, when calculating the average numeric score of a request, you are limited to using the system's default Numeric Grade on review forms, with no option to customize the formatting of the average in tables. The resulting output is excessive...0