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29
Changelog
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We welcome any feedback or feature requests for Insights, especially requests for
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Please look for existing requests first and include how the new feature / widget would help.
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2
Long delay in getting the deposits
It is taking over a week to get the money in the account. Is this normal? if not, please correct and let me know Mathew Philip accounts@piedmontumc.com
0
3
Fund Order
Every time a new fund is created it takes place of the default fund. Even though there are funds that are clearly marked as default, the new funds are still set as default. Dragging the funds and moving them in the fund management window does nothing but rearranging it there. Let us (the admins) rearrange the funds so when users donate they'll be able to find it easier in the dropdown donate to options.
0
5
dashboard doesnt match giving data
Dashboard seems to be a couple weeks behind the giving data in the transactions. Why is this? It seems like a new problem??
1
3
Individual Monthly Reports
Can you please bring back the Individual Monthly Reports the way they were generated in 1.0.
0
11
Dashboard Metrics
the ability to add/ edit or delete and arrange different types of metrics widgets such as charts or graphs that show giving, attendance, group attendance, service attendance, yearly comparisons, number of new members, visitors, salvations, baptisms, etc...
2
14
I would love for the dashboard to let me filter by fund.
under review
We have several funds, but for the dashboard I often just want to see one fund at a time. The visual representation is super helpful in general, but I really want to see trends for specific funds please!
4
5
Add a search field at the top of the dashboard
under review
Add a search field so that all transactions can be searched.
3
4
Giving Dashboard
under review
To share these reports with the elder board, no donor names should be visible. Can those be hidden?
4
53
New Donors
planned
I would like to be notified every time someone gives for the first time.
8
1
Dashboard Info Bubble Error
On the giving dashboard, hovering over any of the little "i" circles shows some code along with its intended message. This is certainly an error and seems easily fixable.
1
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