Ideas Bank

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas. 

Connect Reports to All of an Organization's Backend Users

We have multiple users and didn't realize that the report templates created only show up on the users login that created them.

  • Julie Adams-Chatterley
  • Apr 27 2022
  • Will not implement
  • Attach files
  • Admin
    Jamie Parkins commented
    28 Apr, 2022 07:59am

    Thank you for the feedback Julie. There is a limit of 8 templates per user and from initial research with charities there was a desire for people to save the templates that mattered the most to them. As you will understand different people use the reports and the data in differing ways and we wanted to ensure we could primarily support that.