Calculation and Analysis Tools
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8
VOTE
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...
0
Under Consideration
17
VOTE
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...
0
Under Consideration
81
VOTE
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.
2
Under Consideration
29
VOTE
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...
3
Under Consideration
5
VOTE
3
VOTE
1
VOTE
Alerts for when pledges are due
It would be great if Bloomerang could alert me to when a donor pledge was due. We've gone through filling in the pledge amount, how often and how much the payments will be that the donor would like to fulfill their pledge, why not send me an alert...
0
Not Prioritized
0
VOTE