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339 results found

  1. Link Payout ID in bank Statement to Payout ID in Classy Reports

    Ability to link the classy payout id provided in our bank statement to the payout id in classy reports. This would be extremely helpful to facilitate the reconciliation process between the donation records provided in classy reports and our bank statements. Currently, there is not a way to connect the two payout ids so we need to find alternative ways to reconcile (ie. by amount). Having a direct connection between the two payout ids (classy vs bank) would be much more accurate and effective way to reconcile.

    5 votes

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  2. Additional columns/filters in Attendee Report.

    Would like to see the following:

    -Net Transaction Amount Raised (by fundraiser AND by fundraising team)
    -Team Captain Email
    -Team Captain Phone Number
    -Team Goal
    -Number of members on Fundraising team / Fundraising Team Page Count

    Essentially, if it's reportable in the Fundraising Team Report, would like it to be reportable in the Attendee Report and Fundraising Pages Report unless it's simply not possible.

    2 votes

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  3. Change default from 30 Days to All Time in Campaign Reports

    When accessing Reports in Campaign Editor, would like the ability to change the default length of time from "30 Days" to "All Time"

    29 votes

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  4. reporting

    Add a field/column. Specifically: In the Recurring Giving Plans report, in the list of available columns, add the field from the API whose description is "Start time for recurring donations" and whose name is "started_at". (The field name is not unique, this is why I included the field description.)

    We need this field so we can run this report for the same date range as the Omatic Connector for New Recurring Gifts. The Omatic Connector uses the Recurring Donation Plan "startedat" field not the Recurring Donation Plan "createdat" field for filtering.

    https://developers.classy.org/api-docs/v2/index.html#recurring-donation-plan

    1 vote

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  5. Status Column for Fundraising Page and Team Reports

    We would like to be able to pull a full list of fundraising pages/teams and their statuses. Some are currently in a pending status and we would like to be able to pull a full list ourselves.

    1 vote

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  6. Pass Supporter Specific Info (Name, email, etc) Onto Thank You Page URL

    Would like to have the First name, Last name and email address of the donor passed on to the thank-you page’s URL

    1 vote

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  7. Notification or report to see when a donor increases the amount of their recurring gift.

    Thank you for the recent release of additional recurring giving plan notification options! Our organization would still love to see further options, either as notifications or within Classy reporting, to specifically determine which donors have increased the amount of their recurring gift, so we can reach out and say thank you. Currently we would receive many other notifications such as when a card is updated or the Next Processing Date is changed, and that's still a lot of emails coming through that aren't relevant to this particular need. Thanks for your consideration!

    3 votes

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  8. Make org's selected timezone the timezone that appears in saved reports

    Right now, time stamps in saved report are reverting to the device’s time settings, not the organization’s saved settings. Would like to see the selected timezone in Classy Manager settings display as the designated timezone in these saved reports as well, not just in regular Classy reports.

    1 vote

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  9. Offline Gift Entry - Duplicate Detector

    When logging offline gifts, would like a prompt or warning (e.g. "Are you sure?") when entering a gift with identical amount, giver, date, check number, etc. to prevent duplicate entry.

    1 vote

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  10. Ability to Export Email Address Report of Annual Summary Report Recipients

    It'd be nice to be able to export the list of recipients (and their email addresses) once the Annual Summary Report has been sent.

    9 votes

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  11. Fee Amounts on Attendee Report Columns

    We need the detail of the attendees report for financial reporting. Is there away to add the fees to this so that we do not have to run both reports- Transaction and Attendee?

    2 votes

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  12. Supporter-Specific Admin Notification

    We'd love the ability to flag certain supporters (i.e. our board of directors) so that we are notified every time they make a donation within Classy. Maybe a way to create a custom report or list that follows them all and we get notified anytime anyone on it donates?

    1 vote

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  13. Include Vanity URL Column in Fundraising Page Report

    Currently, the only way to find vanity URLs is to search within the fundraising settings within the campaign editor. We would like to be able to pull a fundraising page report that has a Vanity URL column so we can easily verify the short URLs within each team/campaign.

    1 vote

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  14. Set default view for Attendees report to "All Time"

    In a ticketed campaign the default setting for the Attendees report is 30 days. This is a generally unhelpful and arbitrary metric. It is far more likely that we want to see the total attending than know who signed up in the last month. The 30 days default view constantly leads to confusion (i.e. Why did the number go down since yesterday!?)

    Bonus: Add a chart of registrations by day so we can see trends!

    1 vote

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  15. List who made changes to campaign

    See list of who has made, edited, deleted campaigns

    2 votes

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  16. Update the permissions for the Admin Role "Activity Feed Manager" so that the donor name, transaction amount, and campaign are viewable.

    It makes it very difficult for Activity Feed Managers to comment anything personalized to donors when they can't see anything about the gift.

    1 vote

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  17. 1 vote

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  18. A report tracking all edits made

    I think having a full access to all edits that have been made to a record is incredibly helpful. For instance, I'm having to transfer gifts to a different campaign. It would be nice to be able to see that I did that, on this date/time.

    1 vote

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  19. paypal

    Have PayPal payouts show Classy as their origin. Since they show only as PayPal in our bank account, it it hard to distinguish them from our other PayPal payouts.

    1 vote

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  20. First-time participant report for repeat event campaigns

    First-time participant report for repeat event campaigns to easily know from a report who has participated before and who is registering for the first time

    1 vote

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