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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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...
over 1 year ago in Home Dashboard / Reporting 1 Not Prioritized
105 VOTE

Export multi-line addresses as separate columns for mailhouses

Export multi-line address blocks in a way that's easy for a mailhouse to handle. Maillhouses often ask their customers to split the addresses into multiple columns before sending a file to them.
over 2 years ago in Reporting 17 Not Prioritized

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, ...
over 1 year ago in Reporting  / Summary & Header 4 Not Prioritized

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...
5 months ago in Calculation and Analysis Tools 1 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.
about 2 years ago in Reporting 2 Not Prioritized

Enhance the forecasted revenue reporting functionality

Enhance the forecasted revenue reporting functionality to support more accounting forecast use cases.
about 1 year ago in Calculation and Analysis Tools 0 Not Prioritized

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

Membership program dashboard

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

Report on membership schedule start date

It would be really great to have the Schedule Start Date available for reporting.
11 months ago in Reporting 0 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.
almost 2 years ago in Relationship & Households / Reporting 1 Not Prioritized