NEW FEATURE REQUEST

Reporting

Showing 20

Add enhanced relative date filtering and columns

I need to be able to create report filters and column data that have relative dates that are more flexible than the limited options currently available. For example, I need to create a report with columns that dynamically shows revenue for each of...
3 days ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 0 Under Consideration

Export reports in different formats (.xlsx, .csv, .pdf, etc.)

There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
19 days ago in Reporting  / Scheduling, Exporting/Sending, and Settings 0 Under Consideration

Add Latest Interaction Date and Info as a report column

I need to be able to see when my last interaction was with a constituent when I'm viewing various reports. This information may be helpful in providing next touchpoint guidance, allow me to prioritize which constituents need some new communication...
about 1 month ago in Calculation and Analysis Tools / Column Data 0 Under Consideration

Add Consecutive Years of Giving Calculation to Constituents

Knowing how many consecutive years a Donor has given is valuable in engagement activities and reporting. For example, I would like to send out special thank you letters / emails to Donors who have given for 5, 10, 15, etc. consecutive years.
11 months ago in Calculation and Analysis Tools / Reporting 2 Under Consideration

Add a Report Widget to the Home page

I have reports that I always view. I would like to set one or more reports to display visually on the Home page. Ideally, I would be able to set the type of visual (bar, line, etc.), which would allow me to easily see the results in a way that mak...
10 months ago in Home Dashboard / Reporting 0 Under Consideration

See recent transactions on the Home Dashboard

I need a way to quickly see the most recent transactions coming into Bloomerang without having to run a report.
9 months ago in Home Dashboard / Reporting 2 Under Consideration

Constituent birthday filter and reporting improvements

I need to know when constituents are having their birthdays today or soon, because it's a great opportunity to reach out and engage with them. And, I need the birthday filter enhanced to more easily include these constituents in reports, emails, a...
11 months ago in Filters / Reporting 1 Under Consideration

Customize included/excluded transaction types from First, Largest, and Latest Transaction columns

This would add more customization to the Latest Transaction and other transaction-type calculated fields to include/exclude various transaction types (e.g., soft credits, recurring payments, etc.) from the value returned. This also considers allow...
8 months ago in Calculation and Analysis Tools 3 Under Consideration

Add a way to Pin, Favorite, or Star Reports

I access the same reports frequently, and it would be much easier if I could easily access them from places like the Home page or on the Report List page without needing to search.
11 months ago in Home Dashboard / Report Types/List and Templates / Reporting 1 Under Consideration

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