NEW FEATURE REQUEST

Reporting

Showing 40

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.
12 months ago in Report Types/List and Templates / Reporting 1 Under Consideration

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 ...
3 months ago in Column Data / Groups 0 Not Prioritized

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.
12 months 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 0 Under Consideration

Nested campaigns

Allow campaigns to be nested under "parent" campaigns. For example, I have a 2024 Annual Fund goal, and I would like to add individual campaigns (Spring Campaign, Year-End Campaign) that roll up into the total for the 2024 Annual Campaign. This is...
9 months ago in Calculation and Analysis Tools / Custom Data 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.
about 1 year ago in Report Types/List and Templates / Reporting 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.
about 1 year ago in Reporting 0 Not Prioritized

Add Refunded Amount column to reporting

Refunded transactions have an amount of "$0," and the row doesn't display the original amount.
over 1 year ago in Column Data / Reporting 0 Not Prioritized

Include household Account Number in reports for individual constituents

This is useful for when I need to import information for constituents. We like to make sure spouses/people in the same household have the same solicitor and ask amount. If I make a household import upate, only the head of household is updated. So ...
over 2 years ago in Column Data / Relationship & Households 0 Not Prioritized