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Status Under Consideration
Created by Guest
Created on Jan 16, 2024

Add a Report Widget to the Home page

I have reports that I always view. I would like to set one or more reports to display visually on the Home page. Ideally, I would be able to set the type of visual (bar, line, etc.), which would allow me to easily see the results in a way that makes sense.

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  • Guest
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    Jan 2, 2025

    I would add to this request to put a report for gifts: "gifts by date/week/etc." on the home screen. Then creating functionality right on the home screen for that report, much like the "donor calls/first gift donors" report, so that there is an easy click to create a task or action item right from the home screen without having to navigate to each account separately to do this.