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8
VOTE
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...
0
Under Consideration
14
VOTE
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...
0
Under Consideration
19
VOTE
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...
0
Under Consideration
2
VOTE
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 ...
0
Not Prioritized
8
VOTE
3
VOTE
5
VOTE
Include household Account Number in reports for individual constituents
This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
0
Not Prioritized
0
VOTE