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Article/more information about using derived columns?
Hi all! I am trying to create an approvals dashboard for our team that includes a bar graph showing the top five grants for the filtered period. In that graph, it would be helpful to see the project name beside the organization name on the y-axis of the bar graph. I see the option to create a derived column at the bottom…
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How do I combine like columns on my dashboard?
Hello! My org has many, many processes, which in turn has created duplicate installment forms for each process. There are about 10 similar columns that I am looking to combine into one. Is there a simple way to do this? I can't seem to put my finger on it. I know this is an option in the regular reporting function, but the…
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Goto URL Help
In the webinar this morning, @SammieHolzwarth showed me how to link a record in my data table to the live project in the GLM site, but I get an error when I follow the steps I wrote down. Screenshot attached—can someone help me fix it?
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Who is your audience?
Quick group question for everyone: We’re all creating these super informative, dynamic, interactive reports — but who’s going to be using them in your organization? Are these for internal people only? For me it's Admin's only. And it's just me and one other Admin. I’m asking because understanding our true audience might…
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Elevate 2025 - Idea Lab Voting Results
Thank you to all of you who participated in this discussion! We'd love to hear more from you in the discussions started below.
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Best way to handle a bank account that doesn't need balances swaps
We are considering reclassifying one of our bank accounts from a bank account to an investment account in Foundant. This account is not used for daily transactions, and we want to: Exclude it from all balance swap activity – it should not be swept or adjusted during cash management. Maintain a consistent reconciled balance…
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Elevate 2025 Presentations
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SLM – All Things Communication
I've attached my slide deck for "All Things Communication," let me know if you have any questions or keep the conversation going in the comments below!
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Thank You!!!
Thank you all so much for attending our very FIRST SLM Regional Training! I know that I am so thankful to have been able to get together with all of you. We learned so much about what your challenges are, where you are struggling, and where you are excelling! There was so much good information shared and networking that…
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Take Your Evaluations to the Next Level
Hello All! Here are the slides for the Take Your Evaluations to the Next Level session. Let us know if you have any questions!
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Navigating Essay Questions & 3rd Party Prompts
Hello All! Here are the slides for Navigating Essay Questions & 3rd Party Prompts. Let us know if you have questions!
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Data Visualization in Detail
Hello All! Here are the slides from the Data Visualization Session. Let us know if you have any questions!
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SLM Site Settings
Remember, a clean dashboard is a happy dashboard! Here are the slides from our training on site settings. Reach out if you have any questions!
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Form Builder Enhancement Discussion
The Form Builder is a critical feature for our customers and was among the top-voted enhancement ideas during the Elevate 2025 Idea Lab session. While its flexibility and power are widely appreciated, it can also be complex and not always intuitive. This discussion thread is an opportunity for customers to share their…
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Philanthropy Southwest 2025 – Let’s Share What We Learned!
Hi everyone! For those of you who attended the Philanthropy Southwest Annual Conference this week, I’d love to use this thread as a space to reflect, share, and connect around what we learned. Discussion prompts: What was your biggest takeaway or “aha” moment from the conference? Did you attend any sessions that stood out…
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How are you defining key data terms (like “longest partner”) in your visualizations?
Hi All— As I’ve been experimenting with the new data visualization tool, I’ve realized how much the definitions we assign to certain terms can completely change the story our dashboards tell. For example, I started building a chart to highlight our “Top 20 Longest Organization Partners.” My initial logic was to sort by the…
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What is the best way to enter stock donations if you do not sell the stock?
We received several shares of different stock from a donor and our investment manager decided not to sell some of the stock. If I enter the information in public securities, I have to then "sell" the stock in CSuite. Should I only enter what was sold and then enter the other portion as "other payment?" This is the first…
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Adjusted Follow Up Form Collecting photos and messages (Coffee Talk)
On today's Coffee Talk @LisaStachula shared about some changes they made in their follow up form to collect photos and more structured thank you messages from their students to create donor packets. She also talked about using a tool called ThankView. I've attached the follow up form here. Feel free to take a look.
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Oddly named field
I was having trouble figuring out where the Amount Awarded field was in my data set. . . it looks like it is now called "Organization Name?" What have I done?
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AI Instructions on Applications
Hi all! Great to connect with you. Some of you asked for the AI statement we include in the essay instructions on our Universal Application: We borrowed this from another community foundation (love not recreating the wheel!). IMPORTANT note about the use of Artificial Intelligence (AI): We know there are many AI tools…
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Financial Aid Questions
Hi all! So great to meet everyone and have such good discussions. I've attached screenshots of our financial aid questions for those who are interested. As I mentioned, this is the first year we're doing it this way so I'm open to any feedback!
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Trying to register for sessions. Is the app working?
I'm following the instructions re: the Elevate app that were sent on Friday. I'm on Android. Via the QR or Play Store I can't find the app. Is there another way to register for sessions?
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Missing/Inconsistent Data
One of the things I'm learning in this tool is how messy our data is. Inconsistent use of fields across program cycles is making it really difficult to synthesize information. I thought I'd try filtering to just one process and isolating a field that I know has data entered . . . but I'm still getting inaccurate results:…
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Who is attending the conference in Atlanta?
I am looking forward to attending. Representing the RI Foundation.
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Adding Columns
This may be a crazy and simple question, but how can you add columns within the tool. I must be missing something. I want more than 4 columns
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Easy Exit from Visualization Tool
Hi all! I feel silly asking.. but when I'm done in a dashboard how do I simply get back to the Visualization Dashboard List or Foundant home?
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September's Top 10 Compass Members!
Happy October! 🎃👻🍁🕸️🦇 Congrats to our Top 10 community members who lit up Compass with their engagement and dedication throughout September! Let's give a round of applause to: @JoleneWillis, @AndrewBusch, @TeriKleckner, @AustinSchroeder, @SaraNickels, @jillfreese, @nicolehorn, @BethHarrison, @BrandyTighe, and…
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Data Visualization Bug Fix!
Hi everyone, I wanted to let you know that the bug we encountered with being unable to search within data sets by Process Name has been fixed. Additionally, the (i) icon should appear and when you float over it, you will see what processes that field is associated with. Thanks for you patience on this and we're glad you're…
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Approval Data Set has multiple Amount Awarded fields
Hello, I am working on an Historic Investment Dashboard (12 years worth of processes). I am adding from the Approval Data set and see quite a few Amount Awarded, and Amount/Grant Amount Requested fields. I’ve tried to create derived columns with no luck. It was mentioned that support could help relink these duplicate…
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Tracking Bequest types in CS
Hello all, We are tracking our Giving Society donors with an opportunity. One stage is Bequest Notification. Is anyone tracking types of Bequests like real estate, insurance policies etc? I was thinking we could add more stages. Let me know if you are doing this and your thoughts. Thanks for any ideas or input. Mary Ellen
