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Identify what module each report goes with
Especially when you're first setting up your entity reports after implementation, it would be nice to know what module the reports go with. I like how they are set up under the specific module in the Database View. These reports are only ran durin...0 Needs review
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Allow Dashboards to be saved with updated dates
So that I can refer to a current dashboard each time I open it0 Future consideration
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Custom Management Report Split By Project Division
On a Custom Management report, there's a option that states "Print a separate statement for each Project Division". Unfortunately this doesn't do that. My idea is that this option actual do exactly what it says it should do. I'd love to be able...1 Needs review
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Ability to filter by bank, in Payables Dashboard.
We have 3 different locations within our ministry, hence 3 different banks used to process payables. When creating a dashboard for payables, it would be nice to be able to filter by bank in order to filter out the other locations' payables. The on...0 Needs review
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Add a column for the Project Balance on the Project Viewing Page
It would be super helpful to be able to see the project balance instead of having to run a report.0 Needs review
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Select Multiple Projects At Once In Reporting
Right now on the web view, it's difficult to pull a range of projects. For instance we have many project codes that start with 22 for the 22-23 fiscal year. In the database view, I could enter "22" then highlight over twenty projects all at once t...1 No Status
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Add ability to export reports to OneDrive application
Please add the ability to export reports to the built in Windows 10 OneDrive application. This has become a staple storage location for enterprise organizations as local file shares are becoming a thing of the past.0 Needs review
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Add a "clear all" function for the bottom-right-screen notifications when running reports
When I'm quickly running reports or multiple iterations of the same report the right side of the screen gets clogged. If there was a "clear all notifications" button it would save a lot of clicks.0 Needs review
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Be able to default reports to legal paper size
Pain in the but, especially when using Queue to run reports when the reports cut-off because they need to be run on legal sized paper.0 Needs review
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Refunds shown on Deposits in AR
It would be helpful if in the AR module we could see refunds on the deposit reports. We post daily deposits that the balance often does not match due to refunds being within the batch we are depositing.0 No Status