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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Reporting

Showing 41 of 868

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...
3 months ago in Calculation and Analysis Tools 0 Not Prioritized

Add enhanced relative date filtering and columns

I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
8 months ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 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.
8 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 4 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...
9 months ago in Calculation and Analysis Tools / Column Data 3 Under Consideration

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
9 months ago in Reporting 0 Not Prioritized

Scheduler Enhancements - Schedule End Date or Number of Sends

I need to be able to schedule reports, emails, or other automated actions to stop sending after a period of time or number of sends.
10 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
10 months ago in Column Data / Groups 0 Not Prioritized

Enhance the forecasted revenue reporting functionality

Enhance the forecasted revenue reporting functionality to support more accounting forecast use cases.
11 months ago in Calculation and Analysis Tools 0 Not Prioritized

Calculate a member's join date & how many years they've been a member

Calculate a member's join date & how many years they've been a member
about 1 year ago in Calculation and Analysis Tools 0 Not Prioritized

Easier way to target a communication to constituents whose gift schedule is not automatically renewing

Easier way to target a communication to constituents whose gift schedule is not automatically renewing. The current workflow to filter for transactions whose payment method is "None" is unintuitive.
about 1 year ago in Donor Communications / Filters 0 Not Prioritized