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
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    • Melissa Bethancourt commented
      July 11, 2018 13:10

      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
      July 09, 2018 20:46

      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
      July 09, 2018 17:08

      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