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

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175 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.
over 1 year ago in Calculation and Analysis Tools / Reporting 3 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...
12 months ago in Calculation and Analysis Tools / Column Data 4 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.
over 1 year ago in Home Dashboard / Reporting 4 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.
11 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 5 Under Consideration

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.
almost 2 years ago in Home Dashboard / Report Types/List and Templates / Reporting 2 Under Consideration

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...
over 1 year ago in Filters / Reporting 3 Under Consideration

Zip Code filtering - radius, range, geofence area, etc.

I need to be able to filter constituents based on their geographic location.
over 2 years ago in Filters / Reporting 8 Under Consideration

I need a way to display all email, phone, or address information with a constituent or household in a report

I use reports to review contact information about a number of constituents and households, and sometimes I either don't know the specific address, email, or phone number or need access to all of the contact information. In those cases, I would lik...
over 1 year ago in Column Data / Reporting 3 Under Consideration

Ability to Lock my report from editing by other users

I need the ability to limit other users from editing my report. Some reasons why I need this: I have a very complex set of filters that I don't want changed I have the report scheduled to send and need to ensure it's not changed before it's sent
almost 2 years ago in Report Types/List and Templates / Reporting 1 Under Consideration

Scheduler Enhancements - Annual and/or on day or month scheduler options

I need to be able to schedule reports, emails, or other automated actions to trigger annually or on a specific day or month similar to the existing report date filter.
about 2 years ago in Reporting  / Scheduling, Exporting/Sending, and Settings 1 Under Consideration