Ability to copy and save summary field

Would love the ability to copy and save a summary field within query. Would save a ton of time!

  • Amy Bridges
  • Jun 2 2025
  • Reviewed: Voting Open
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  • Karen Diener commented
    June 30, 2025 12:37

    I think I know where you're going with this, but am going to rephrase to make sure and potentially provide more clarity.

    For many years, I have wished that I could save sets of summary criteria, such as all giving (based on specific gift types) during a certain fiscal year, which would then be available for ALL of my queries of that same type. Being able to configure a set of "custom summaries" would actually provide a more frictionless experience for users.