NEW FEATURE REQUEST

Reporting

Showing 20

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
12 months ago in Report Types/List and Templates / Reporting 0 Under Consideration

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

I need to be able to filter constituents based on their geographic location.
over 1 year ago in Filters / Reporting 2 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 0 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.
12 months 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.
about 1 year ago in 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.
2 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 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.
11 months ago in Report Types/List and Templates / 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.
11 months 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.
over 1 year ago in Column Data / Reporting 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.
about 1 year ago in Report Types/List and Templates / Reporting 0 Under Consideration