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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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...
6 months ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 0 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.
almost 2 years 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

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

Report column for has attachment

Description I need to know if a transaction, interaction, note, or task has an attachment when running a report.
almost 2 years ago in Column Data / Reporting 1 Under Consideration

Option to create a private report or hide a report from other users

We don't need all reports to be visible to all our users. It would be helpful if we could hide reports from other users so the reports aren't cluttering their report lists.
over 1 year ago in Report Types/List and Templates / Reporting 0 Under Consideration

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.
8 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Report List Page - Improve UI for smaller screens

The addition of report folders and refreshing the list make it difficult for users to interact with the elements on the page. We should have a UI that works on smaller screen resolutions.
over 1 year ago in Report Types/List and Templates / Reporting 0 Under Consideration