34
VOTE
Status
Not Prioritized
Categories
Reporting
Summary & Header
Created by
Guest
Created on
Jan 3, 2024
RELATED FEATURE REQUESTS
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, etc. fields are easy to print for one or more constituents I select.
It would be great to be able to select reports to include in a constituent “dossier” that could be printed or emailed to contacts such as board members who call on donors but are not (nor should they be) Bloomerang users.
I've been looking for a way to do this and it doesn't exist within Bloomerang. I attach a sample of what I'm looking for.
Yes- A one page report of the giving history and option to include profile details is helpful for donor meetings and executive summaries
Yes! An executive summary for for leadership would be amazing. This would also be a time saver for staff.
YES PLEASE!!