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Add Description/Definition of Standard Report categories to Web View
In Dbv when clicking on a category of reports, a description/definition of the report type appears at the bottom of the screen. This is very helpful when looking for a report one does not use often or hasn't ever used and trying to understand whic...0
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Allow user to choose default of CSV for Standard Reports
It would be helpful to allow the user to choose CSV as a default option for Standard Reports. Currently it is set to default to pdf.0
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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...6 Reviewed: Voting Open
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Allow users to view reports scheduled by users other than themselves
Currently it is only possible to view the schedule of reports that I have scheduled myself. Even if a report is shared with me, I can only see the completed runs, not the upcoming schedule. The ability to see all scheduled reports, filtered by use...0
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Scheduled Reports - keep original criteria when scheduling
I am scheduling reports to entry/mid-level users (e.g. leaders, department heads) who have access to RE. When I schedule the report and they go to Analysis > Standard Reports > Scheduled > (click on report) it doesn't display the report r...4
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Add date to search field when selecting query in report
Please add the date added as a search field for queries in reports. Any where in the software that allows for selecting a query there should be a date added option. Often you create a query, then go to export or reports to the new query. There is ...0 Reviewed: Voting Open
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add constituent ID as the available columns in gift reports
Our consitituent IDs reflect alumnae graduation years, and it would be helpful if we could include the IDs in addition to constituent names on gift reports. Currenlty, it's not an available option when adding columns.0 Reviewed: Voting Open
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Gift Aid Claim Reports HMRC Submission
I have just run my first gift aid claim through webview and it is very disappointing that it does not provide a downloadable pdf of the claim. This was used both for any anomalies before submission and provide to the auditors for ratifying amounts...2
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Include Receipt Amount as option for Standard Reports in NXT
Standard Reports don't align with finance / accounting reporting, in part because Gift Receipt Amount isn't even an option in Standard Reports such as Gift Detail and Summary. Please address this one. It would make a big difference in how useful a...0 Reviewed: Voting Open
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Add Option for Output Query to Standard Reports in NXT/Web view
It would be very helpful to have the option to generate an output query from a Standard Report the same way we can do in Reports in classic RE (dbv). Having this option will improve efficiency and be a time saver as then we would not have to build...