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Functionality/ Action options for reports and dashlets
Open, Needs TriagePublic

Description

As of now dashlets are not very interactive. You can save as a PDF, export to csv, or add contacts to a group. However, when you search for contributions or contacts you have many more options: Update contributions, update contacts, email, etc.

How possible is it to get these types of options for reports/dashlets as well?

Case: We have a contribution report for all $5k gifts in a given week that we also have as a dashlet. We'd like to bulk update the Thank you Date for those contributions but the dashlet does not give us this option. We have to do a separate contribution search to have the options we need to do this.

Event Timeline

DStrine added a subscriber: Eileenmcnaughton.
DStrine subscribed.

I believe that dashlets made with the new search kit would give you a lot of what you are looking for. We won't be able to get the latest code onto production until after Eileen is back. But we can sit down and try to remake some dashlets in the new system.