Be able to copy filters/gift types from 1 gift summary to another
I have a large export with several different gift columns-largest , first, last, summary for several fiscal years. Using certain funds and certain gift types in all. Would love to be able to copy each time instead of having to choose these categories over and over.
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Kristy Hill
- Mar 6 2026
- Reviewed: Voting Open
Related ideas
It is hard to calculate how much time and frustration this would save. I have thought about this need for many years but will admit that I never took the time to add it to the idea bank.
When you need to recreate every summary "from scratch", it is easy to make a mistake - miss a gift type, pick the wrong funds or appeals, forget to check a box, etc. - and quite a bit of time can be spent evaluating and correcting exports. This would be a very big win if you could make this functionality available.
The re-imagined export is already scary to a lot of people, but adding something this helpful would be a big win for users and encourage them to start using export pretty quickly.