NEW FEATURE REQUEST

Column Data

Showing 4

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...
13 days ago in Calculation and Analysis Tools / Column Data / Filters / Reporting 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 2 months ago in Calculation and Analysis Tools / Column Data 0 Under Consideration

I need a way to display all email, phone, or address information with a constituent or household in a report

I use reports to review contact information about a number of constituents and households, and sometimes I either don't know the specific address, email, or phone number or need access to all of the contact information. In those cases, I would lik...
11 months ago in Column Data / Reporting 1 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