Data + Reporting

Payment form/checkout. The credit card, expiry date, CCV, and Zip code fields should be separate, as is standard on every other payment site I have visited. The setup allows for too much confusion and error.

The way the date is currently formatted in reports makes it impossible to sort by date. In the downloaded CSV reports, the date appears as such: 'Aug 7 2024 7:42AM EDT' - this should be changed to standard Excel date formatting.

It feels redundant to pull a report for donations and a separate report for custom question responses especially since I didn't have to pull two separate reports before the most recent update. One of the custom questions we have is a general gift note where people can let us know if they want their gift to go to a specific program/project or to provide more context for their gift. What used to be a seamless process has now gotten clunky.

Hi - consider adding the ability to choose what information that the nonprofit would like to export as a .csv file. My reason for asking is our Development Director was a bit overwhelmed when I forwarded her a copy of the Give Lively .csv file that she manually has to input in our donor relation software. Thanks for your fantastic and free fundraising software. Best, Frank

My organization is running a fundraiser with different tiers. Each tier has a certain amount of free give-away materials that we have to acquire. When I download the CSV, the rows are arranged by purchaser -- meaning that if someone buys 4 tickets for the Black Bear Tier, there's only 1 row. That seems fine, until I start trying to create a table of totals -- I can easily do a =COUNTIF function to search for the times that "Black Bear Tier" is listed, but that's not the actual number of tickets sold. In order to calculate those numbers I have to create a script, and I'm not a coder, nor is anyone in our organization, and its really beyond me. So having the option to have the .CSV file created where there is one row for each ticket sold would be ideal -- something like a ticket oriented .csv vs a purchase oriented csv. Same information, just a different way of generating it that could save folks like me alot of headache...

When we import into our CRM, we are getting records with last names like “R Jones” and “J. Smith” because middle initials are mapping into the last name field. And donor lists don’t alphabetize correctly unless we correct manually. Surely we’re not the only organization for whom this is a huge challenge?

It would be helpful to have the field "net amount" added to the reports available for Campaign pages. The Line Item reports include "net amount" as a data point, so we know this information is captured.

For easier tracking for members

Calculate total dollars raised per month across all pages to show increase/decrease in digital fundraising.

It would be super helpful to have 3-5 custom field options, and the ability to map them to Salesforce. 1 custom field just isn't enough.