Calculation and Analysis Tools
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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
79
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.
2
Under Consideration
27
VOTE
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
Under Consideration