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Column and Row Totals in Dashboard Tables
Displaying column totals and row totals allows for quick analysis in a dashboard without the need for running a report, to be shared with a broader audience that may only need a snapshot of the financial picture. Currently, a table of expenses by ...0 No Status
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Dashboard - Allow Statistical Units as a Metric
Statistical Units can be added to count items, such as units of service. However, Statistical Units is not a metric with the Dashboard Insight Designer. Now there is no method to create custom Dashboards and display the Statistical Units data.0 No Status
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Ability to add queries to dashboards
Ability to add queries to dashboards. Currently in .db view we are able to add queries to our dashboards, which enables us to target our different companies for different things. One I use each week is my weekly invoices, by company, but also by s...0 No Status
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Ability to build a dashboard showing past invoice payments with amounts
Currently, dashboard can be built showing the paid invoices but only the balance remaining is possible, which in our case is typically $0. We would like a convenient way to display all paid invoices with amounts in a current year (fiscal) with the...0 No Status
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Drill down capability for journal entries on dashboards to view attachments
When reviewing budget dashboards you cannot drill down to see the detail for journal entries, only AP items. Many times expenses are recorded or moved via JE's and it would be extremely helpful to be able to see the backup for those moves.0 No Status
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Include project names in dashboard filters by project ID.
I don't have all of our project IDs memorized. When I filter by project ID it would really be helpful be able to sort by words in the name of the project.0 No Status
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Vendor History Report
Use Dashboard Builder to create a Vendor History Report with the ability to select attributes. I can't believe others have not requested this.0 No Status
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Add the vendor name to custom insight when creating a dashboard
I would like to add the vendor name next to the associated transaction amount as a reference for the dashboard user. Once "transaction amount" is added as a metric, the vendor name is removed from a possible selection. If I remove "transaction amo...1 No Status
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Extend or allow multiple time options for Dashboard links for external users
Currently, a link to a dashboard for external users is only 10 days. As our board and primary stakeholders do not have accounts to our Raiser's Edge, and we'd prefer they not have access to drill down into dashboard links even if they did, we need... -
Insight Customization Options
The insight tables really need work. They are too limited. In my mind, the insight tables need to act like a SQL data tables with a drag and drop function. I'm not asking for overly complicated functions like "cases whens" or "data translations", ...0 No Status