Raiser's Edge Discovery Topics

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  1. We just signed up recently for the Prospect Module. On the dashboard if I I have the PROPOSAL Status it does not give

    We just signed up recently for the Prospect Module. I have two questions. If I have the PROPOSAL Status dashboard it does not give me the very logical option of PROPOSAL Status field as a column, only PROSPECT status. It is logical that it should be on this dashboard and that it should be available. Thanks.

    24 votes
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      4 comments  ·  Dashboards  ·  Admin →
    • Dashboards - Most reports are by Fiscal Year and Calendar Year.

      We have appeals/events/campaign that cross Fiscal Years or Calendar Year. We would like the option of ALL DATES or the option to select the date frame as well. I can't go back to review last years events or appeals as the reports only pull calendar or Fiscal Year.

      23 votes
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        0 comments  ·  Dashboards  ·  Admin →
      • Please make dashboards look like they did before 7.94 upgrade

        Since upgrading to 7.94 my dashboards with graphs are a mess - I can't compare as many items as I could before, for example in Appeal summary, I can only come 4 or 5 appeals otherwise the text all starts overlapping each other. Also the vertical axis is all bunched up on some and I can't read the graphs. Also if you have the dashboard on full width, if you click on the drop down for Panel Options, the menu does not fit on the screen, it goes off the screen to the right, so you can't read the options…

        15 votes
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          1 comment  ·  Dashboards  ·  Admin →
        • allow the list of available dashboards to be sorted/reordered

          We are using dashboards more and more and the list is becoming unwieldy; esp. for the manager of the dashboards. It would be great to be able to sort the list.

          10 votes
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            0 comments  ·  Dashboards  ·  Admin →
          • Dashboards - Add GL Post Date to all Dashboards as an option. Most all reports are Gift Date.

            We are unable to use the Dashboard for nearly all reporting that is already existing as the panels use Gift Date. Our organization uses Gift date for the date the check was written but true reporting for Upper Management requires GL Post Date.

            9 votes
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              0 comments  ·  Dashboards  ·  Admin →
            • Dashboard Duplicates

              Blackbaud Case 12237846: I recreated your issue on our test servers and looked a little deeper into the issue. Something is buried deep in the code that is causing this duplication and it is not something we can address at this time. Because Query isn't intended to be a reporting tool, the typical recommendation is to create an Export to remove duplicates, but because you've created this query specifically to use on Dashboard, the best workaround I can give in this scenario is to simply ignore those duplicates.
              In the near future (November I believe) the next version of Raiser's…

              7 votes
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                0 comments  ·  Dashboards  ·  Admin →
              • 7.94 update - dashboard auto refresh time increments

                With the nature of our organization and how we use dashboards on a daily basis, we need to refresh our dashboard at least every 15 minutes as the information easily changes that quickly. With the limit of 1 hour minimum for the new auto refresh feature, it almost makes this feature, that sounds like a great idea, not quite work for us. Anyway of changing the time increments to smaller units?

                7 votes
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                  1 comment  ·  Dashboards  ·  Admin →
                • improved dashboard sharing functionality

                  1. show which user originally created a dashboard, so you can go back and edit/share
                  2. make truly shared dashboards, not cloned 'shared' dashboards that don't auto update
                  3. allow more than the creator to share dashboards, for collaboration, and to allow edits (or deletions!) after a user leaves

                  7 votes
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                    0 comments  ·  Dashboards  ·  Admin →
                  • Pull reports through dashboards so it can be refreshed by the individual user for quick glances

                    Example: Statistical Report through a dashboard is great if all the users have to do is refresh to see the most updated information.

                    6 votes
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                      0 comments  ·  Dashboards  ·  Admin →
                    • Giving Clubs dashboard should credit matching gifts to donor, not mg company

                      Can I recommend you make it so that the dashboard and the Giving Cat Report equal each other? I can't think of any org that I have worked for where the MG was actually credited to the company and not the donor.

                      4 votes
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                        2 comments  ·  Dashboards  ·  Admin →
                      • To have Gift Summary as an option in a gift query

                        In a gift query have the option to summarize total of gifts for a constituent/organisation like you can in a constituent query

                        4 votes
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                          0 comments  ·  Dashboards  ·  Admin →
                        • allow multiple dashboards to be viewed on the dashboard page

                          It would be helpful to have the ability to look at multiple dashboards on the dashboard page rather than using the drop down menu to select one dashboard at a time.

                          4 votes
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                            2 comments  ·  Dashboards  ·  Admin →
                          • Dashboard - Event participation

                            When creating an event participation report in Dashboard, would be helpful if link to each participant would automatically open into their participation record so one can change their response status more quickly. Instead link opens into the event window where one needs to scroll through a long guestlist, open participant record and then change their response status.

                            3 votes
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                              0 comments  ·  Dashboards  ·  Admin →
                            • dashboard queries

                              Allow dashboards to use some of the export filtering tools to remove duplicates, such as only showing certain options in one-to-many categories (i.e. only output current staff managers when displaying assigned solicitors). They could be a much more useful tool if there were stronger display options.

                              3 votes
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                                0 comments  ·  Dashboards  ·  Admin →
                              • Give Option to View "Total Committed" on Dashboard Graphs

                                Graphs on Dashboard currently display Amount Received (Total Given) and Goal. It would be nice to have the option to see Total Committed rather than Amount Received, so pending pledges are included.

                                3 votes
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                                  0 comments  ·  Dashboards  ·  Admin →
                                • Dashboard - Recent Gifts does not display appeal name

                                  In the Recent Gifts panel, when filtering on a QUERY of appeals (ex. Appeal Category = Special Events), the gifts display with a blank appeal. The only way to get the appeal names to show in the panel is if I hand-select the appeals. Frustrating. We have many upcoming events, and I need the specific event appeal to show, and it's time-consuming to have to remember to select the new appeals by hand.

                                  3 votes
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                                    0 comments  ·  Dashboards  ·  Admin →
                                  • The ability to view the campaign summary w/thermometer on a dashboard.

                                    I would also like to be able to print that same summary.

                                    3 votes
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                                      0 comments  ·  Dashboards  ·  Admin →
                                    • 3 votes
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                                        0 comments  ·  Dashboards  ·  Admin →
                                      • Event Summary Dashboard - Event Order

                                        The event summary list on the event dashboard should be in date order not alphabetical.

                                        3 votes
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                                          0 comments  ·  Dashboards  ·  Admin →
                                        • The ability to further filter the proposal dashboard for a specific proposal name

                                          Want to be able to have a dashboard for a specific proposal name

                                          1 vote
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                                            0 comments  ·  Dashboards  ·  Admin →
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