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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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...
about 1 year ago in Column Data / Reporting 2 Under Consideration

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

I need to be able to filter constituents based on their geographic location.
almost 2 years ago in Filters / Reporting 7 Under Consideration

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...
5 months ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 0 Under Consideration

Ability to create a constituent summary / one-pager report

Sometimes I need a physical version of a constituent's profile, but there's not an easy way to get giving or other constituent information into a printable format. I would like to have the option to create a report where selected giving, contact, ...
over 1 year ago in Reporting  / Summary & Header 2 Not Prioritized

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
over 1 year 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.
over 1 year ago in Reporting  / Scheduling, Exporting/Sending, and Settings 1 Under Consideration

Add a way to copy a report while editing a report (i.e., "Save as")

While you can copy a report from the Report List, I need to make a copy of the report while I'm actively editing the report.
over 1 year ago in Reporting  / Scheduling, Exporting/Sending, and Settings 2 Under Consideration

Ability to deactivate Groups (including Bloomerang Groups)

There are times when a group is no longer needed on the main list page but shouldn't (or can't) be deleted. Deactivating a group makes the list page cleaner and easier to organize and find the groups I need.
over 1 year ago in Reporting 0 Under Consideration

Enhance the forecasted revenue reporting functionality

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

Option to modify what columns and filters load with a new report

There are certain columns or filters that we almost always have to add when creating a new report, and it would save us a lot of time if we could modify the new report template to match what we need.
over 1 year ago in Report Types/List and Templates / Reporting 1 Under Consideration