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Gift Detail and Summary Report should list the Soft Credit Name only along with the Donor, but not duplicate the gift so the totals are correct
When you run the report by Soft Credit, the total are not correct so they are counting the gift twice or three times depending on the soft credit for the gift. Running the Soft Credit by just DONOR and including the name of the soft credit would b...1 Reviewed: Voting Open
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Include Response in Appeal Summary
It would be really powerful to include the responses for appeals in the summary of queries. Imagine easily extracting all those who said 'No' to an appeal or any other response. It would be very easy to total up different responses to an Appeal. C...0
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Gift Lists should include the option to filter by due date
We need to filter for gifts that are past due.0
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Have a way to separate IRA donations and cash donations on year-end tax statements
Currently, IRA donations and cash/debit/check donations are all totaled and listed on the annual statement report. Even when we query to exclude IRAs, when we run the report using that specific query, it automatically includes IRA donations. Becau...1
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Allow lists to run off of dynamic queries
I would like to be able to make queries that have a lot of including/excluding etc. and have the ability for those queries to be used for generating a list. The user might still filter on that but this would give them a good set to begin with.88 Reviewed: Voting Open
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Ability to Query on Attachments
We need the ability to query attachments added from webview. Media can be queried but our users upload attachments from their phone to constituent records. It is then lost.4 Reviewed: Voting Open
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Add "Last Fiscal Year to Date" as an option for date ranges in reports
I do a lot of reporting on the current fiscal year vs. where we were last fiscal year at this time, for more than one Campaign. I use Gift Detail Reports for this currently, and need to go in and manually update the dates each time. I would be abl...7 Reviewed: Voting Open
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Stacking Queries - More Than a Merge!!!
I have relied heavily on the Mail function in database view to combine and dedupe tens of queries at once for comprehensive mailing lists. This function is not as reliable as it once was, and I have had to use merge queries (which only allows for ...1
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Search queries using wildcard characters
We have thousands of queries we need to search through. Not having wildcard characters makes this extremely difficult, often resulting in duplicate queries being created unnecessarily4 Reviewed: Voting Open
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In web view standard reports have the option to output both Fund ID and Description
Posting this idea inspired by a community post from Jill Gerig. Different organizations use Fund ID and Fund Description in different ways. We would like the option to output the fields that support our internal business processes. Please referenc...4 Reviewed: Voting Open