Custom reports - DAF holder insights
We're looking to pull some custom reports to take a look at how our DAF holders use Foundant. Everything from how often they log in, grants requested, grants sent, donations, etc. Does anyone have a custom report they like that they could recommend to pull in several object fields from the system?
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Unfortunately, not a ton of Portal login data is in Reports. I've added a request to the IdeaLab to expand the Portal data in Reports so we can track adoption and user trends better.
If this is something you could use too, please upvote my idea! Enhanced User Login & Engagement Tracking in Community Suite – IDEA LAB
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That's helpful! I appreciate the feedback. I did pull a custom report with the user loginlog field and filtered it to our DAF holders only. Then I exported a CSV and used Google's Notebook LM to give me insights on DAF holders engagement in the system. It was very helpful. For now, I'll pull other individual reports into Google's Notebook LM to gather the research I was hoping for. A good workaround for now, but it would be awesome to pull all of that from Foundant. 😃
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