NEW FEATURE REQUEST

Pinned feature request

PINNED Include soft credits in giving calculations like First, Largest, and Latest Transaction
Include soft credits in giving calculations like First, Largest, and Latest Transaction
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Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
1 day ago in Calculation and Analysis Tools 0 Not Prioritized
112 VOTE

Add Consecutive Years of Giving Calculation to Constituents

Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
about 1 year ago in Calculation and Analysis Tools / Reporting 2 Under Consideration

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
6 months ago in Calculation and Analysis Tools / Column Data 1 Under Consideration

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
5 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 3 Under Consideration

Add a Report Widget to the Home page

I have reports that I always view. I would like to set one or more reports to display visually on the Home page. Ideally, I would be able to set the type of visual (bar, line, etc.), which would allow me to easily see the results in a way that mak...
about 1 year ago in Home Dashboard / Reporting 1 Under Consideration

See recent transactions on the Home Dashboard

I need a way to quickly see the most recent transactions coming into Bloomerang without having to run a report.
about 1 year ago in Home Dashboard / Reporting 2 Under Consideration

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
over 2 years ago in Reporting 15 Not Prioritized

Constituent birthday filter and reporting improvements

I need to know when constituents are having their birthdays today or soon, because it's a great opportunity to reach out and engage with them. And, I need the birthday filter enhanced to more easily include these constituents in reports, emails, a...
about 1 year ago in Filters / Reporting 2 Under Consideration

Include soft credits in giving calculations like First, Largest, and Latest Transaction

Include soft credits in giving calculations like First, Largest, and Latest Transaction
about 1 year ago in Calculation and Analysis Tools 5 In Progress

Add a way to Pin, Favorite, or Star Reports

I access the same reports frequently, and it would be much easier if I could easily access them from places like the Home page or on the Report List page without needing to search.
over 1 year ago in Home Dashboard / Report Types/List and Templates / Reporting 2 Under Consideration