NEW FEATURE REQUEST

Reporting

Showing 40

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, ...
11 months ago in Reporting  / Summary & Header 1 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
12 months ago in Report Types/List and Templates / Reporting 0 Under Consideration

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...
10 months ago in Column Data / 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

Enhance the forecasted revenue reporting functionality

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

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

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
about 2 months ago in Reporting 0 Not Prioritized

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.
about 2 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 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