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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Calculation and Analysis Tools

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113 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.
over 1 year ago in Calculation and Analysis Tools / Reporting 2 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...
6 months ago in Calculation and Analysis Tools / Column Data 1 Under Consideration

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