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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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.
about 1 year ago in Report Types/List and Templates / Reporting 0 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 1 Under Consideration

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
6 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.
6 months ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Customize logic of Bloomerang Donor Groups

Some of the rules for assigning a Donor to a Group do not align with my nonprofit's needs, and I would like to be able to customize the logic. As an example, I don't want a Donor to be considered Lapsed until 24 months have passed.
over 1 year ago in Reporting 0 Not Prioritized

Add "group by" view for multi-select columns to only show single values

In reporting, users can group by a column. Column types where multiple values may be associated with a constituent will group by the various, multiple combinations of those values. Some users do not want all of the combinations and instead want a ...
7 months ago in Column Data / Groups 0 Not Prioritized

Export all email addresses for a constituent without using the Database Export

Export all email addresses for a constituent without using the Database Export so that you can send a mass email to all of a constituent's email addresses.
over 1 year ago in Reporting 1 Not Prioritized

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

Membership program dashboard

Membership management dashboard focused on insights, data visualizations, and calculations (like retention) relevant to your membership program.
11 months ago in Reporting 1 Not Prioritized

Standardize and clarify household vs constituent grouping across reports and communications

Standardize and clarify household vs constituent grouping across reports and communications so that it's intuitive how to segment your lists and communications to go to a combined household without excluding constituents who aren't in households.
over 1 year ago in Relationship & Households / Reporting 1 Not Prioritized