Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RENXT-I-504 Sharing Analyze Fundraising Dashboard.

Share a saved view in the preset Funds tab in Reporting view with the rest of the team/organization Merged

I would like to be able to share a saved view in the preset Funds tab in Reporting View with the rest of the organization. The goal of this would be to allow the team to see our progress toward fundraising against Fund Goals, without requiring everyone on the team to set up their own view through adding filters, etc. That we could all be looking at the same view and on the same page with regards to our fund goals. It would also save the time it would require to set up new Insights and a dashboard to add to the Reporting View, when the preset Funds tab is close enough to what we need.

  • Heidi Kaufmann
  • Dec 6 2019
  • Reviewed: Voting Open
  • Laura Childers commented
    January 14, 2020 00:01

    I vote for this!!