Enhance the features on dashboard to enable column editing

We would like to add and remove some columns in the analysis - dashboard - Project income and expense report.

  • Julie Adair
  • Jul 2 2018
  • Future consideration
  • Attach files
  • Melissa Bethancourt commented
    11 Jul, 2018 01:10pm

    Thank you for the additional details Julie.  The current dashboard configuration includes all income statement account categories.  We realize that not all clients use these and we do have a story to remove unused account categories from dashboards.  I do not have an exact date on when this will be available but I will be sure to update it here.  Please continue to add your ideas and suggestions to the idea bank or reach out to me directly with any feedback.  Thanks again!  

  • Julie Adair commented
    9 Jul, 2018 08:46pm

    Melissa,

    Currently we would like to remove the “Gifts” column from the Project Income & Expenses w/balances dashboard. Also we have projects that have a zero balance but are still showing up on this report.

    Thanks

    Julie

  • Melissa Bethancourt commented
    9 Jul, 2018 05:08pm

    Hi Julie -

    I am a product manager currently looking at ways we can enhance our dashboard user experience.  Which columns are you interested in adding/removing editing?  Are there other dashboards that you use that you would like to edit? 

    You can reply here or reach out to me directly at melissa.bethancourt@blackbaud.com

    Thank you!

    Melissa