Bring over action summary reports to Webview

Action Detail Reports are now in Webview but we still do not have Action summary reports which we use monthly.

  • Terri Brewer
  • Mar 12 2026
  • Reviewed: Voting Open
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  • Guest commented
    27 Oct 15:32

    The action summary reports are pivotal metric for our major gifts team on a monthly basis. I see it is not planned to be added to webview reports - I have dabbled with the other alternate reports and they are insufficient. Working with the action detail report is cumbersome and would literal involve me exporting the data and creating a pivot table. I also looked at dashboards and the numbers with the same criteria are inconsistent and thus not providing accurate counts. There is nothing worse for a fundraising team than to work with inaccurate/inconsistent data!

  • Stephanie Hosey commented
    28 Sep 22:50

    This report is part of our monthly metrics - looking at how many high priority actions each philantrhopy officer has. It is so much quicker and more convenient than using an action query or list to export and pivot.

  • Laura Furtado commented
    30 Jun 18:31

    We use this report monthly to report on actions for the month and our KPI's quarterly.

  • Kelsey Greaves commented
    25 Jun 16:02

    Agreed. We use the summary report to track KPIs for each fundraiser's quarterly activity. The action detail report does not provide a total number of actions for each action type, which is necessary for tracking these performance indicators.

  • Lori Hill commented
    09 Jun 15:46

    We use the summary report to keep track of moves management, especially for our campaign. Tabulating action categories based on action types allows us to tally proposals, solicitations, meetings, etc. without having to look at all action details. Things will become much more cumbersome without the ability summarize.