General Feedback

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We will be responding to the requests on this board to give definitive answers or to get a better understanding of the request. And while we do take our client feedback seriously, we won’t be able to promise all of the requested features will be added to Classy.

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  1. 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"

    23 votes

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  2. 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.

    8 votes

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  3. 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!

    2 votes

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  4. List who made changes to campaign

    See list of who has made, edited, deleted campaigns

    2 votes

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  5. 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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  6. New out of the box report to show fundraisers who haven't donated to their own fundraising page

    Would like the ability to pull a report out of Classy that shows you which fundraisers haven't donated to their own fundraising page.

    3 votes

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  7. Report of Users who are using Classy to update recurring donation

    It would be great to be able to see all users who have modified their recurring giving plan over a certain timeframe.

    1 vote

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  8. Report on Recurring Gift changes from 'Updates' tab

    The new feature of the 'Updates' tab on recurring gift plan now allows us to see what changes were made to a recurring gift plan by whom and on what date. This is wonderful, but it would be helpful if we could pull this information into a report to view this history across many records, rather than looking each record up individually to see the history. For example, I'd like to see what/how many records one admin user has changed.

    1 vote

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  9. Report for Admin Tab

    All a report to be made for admin tab of organization

    1 vote

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  10. Have address and phone number entered during Peer to Peer registration process flow into Supporter Profile

    Currently, if someone registers and creates a fundraising page for a Peer to Peer campaign, even if they enter a phone number and address during the registration process, that information does not flow into their Supporter Profile. Only address and phone number entered in the Billing section of donations/checkouts flows into the Supporter Profile.

    Would like to request that addresses and phone numbers entered during Peer to Peer registration/page creation flow into the Supporter Profile. It's very valuable and important to have these key pieces of information within supporter profiles (and therefore potentially synced to a CRM) whenever possible.

    3 votes

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  11. Remove second click when using the search bar

    From the admin side, when you click into Supporters or Transactions and click on the Search icon, you then have to click a second time when the search bar appears before you start typing. It would be great to remove the second click and be able to start typing into the search bar immediately after clicking the search icon.

    1 vote

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  12. Allow Custom Reports to be Shared at Org Level

    Would love a setting where you can change a custom report view from "Personal" to "Org Level" that could either live in My Reports or a different category ("Organization Reports").

    7 votes

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  13. Remove deleted/refunded reg/tickets from reports

    Admin would like to be able to remove refunded and/or deleted tickets or registrations from all reporting on campaign.

    1 vote

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  14. Option to add a note/details to a donation or registration.

    Option to add an internal note/details to a donation or registration.

    1 vote

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  15. Track any Changes/Deletions in Campaign

    The ability to track an Admin that has made changes on a campaign and what changes are being made.

    4 votes

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  16. Attendee report address fields together

    When I export an attendee report the excel document does not group the address fields together in in order. It lists column L as address, column K as zip, column N = random reg question, column O = cell phone, column P = city and column q = state. Something must have changed because it use to export correctly in the standard column order of "address, city, state, zip" now it is all over the place. Makes for a lot of manual work on our end.

    1 vote

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  17. Ability to resize columns in Classy Manager reporting

    Please add the ability to resize columns in Classy Manager. Currently if a columns is cut off there is no way to see the remaining text that is cut off.

    2 votes

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  18. 1 vote

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  19. The ability to export ALL data from a singular campaign

    Right now there is no way to create a report that gives me a transaction type (registration, donor or both) and a registration type (Ticket A, Ticket B etc) in the same report.

    I have to generate two separate reports and I don't understand why. Every single piece of data from one campaign should be able to be exported in a single report.

    1 vote

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  20. Shorten the Report sharing URL

    Shorten the URL used for sharing reports with other Classy users with access to reporting.

    Currently, when you click the "Share URL" link for a report saved under "My Reports", it creates a very long URL that can be copy and pasted to share. Is it possible to make this URL shorter from the get-go so we don't have to use a tool like bit.ly to shorten it? We have also found sometimes the copy button doesn't work as well and we have to manually highlight the whole URL to then paste.

    Thanks!

    2 votes

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