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Let us export journals!!!!
We would like to export entire journals for individuals, but it is very cumbersome to create a new query for each person!! Please let us export journals, including soft credits, etc!!!
Created 07 Dec 00:03 by Guest
Reports/Queries
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5
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Add Fund Data to BBMS Disbursement Reports
Would be great if I could see what fund people donated to when running my disbursement report. I need to give this to my accounting office and tell them where the money is going. Currently we cannot see fund or campaign data. Similarly in eTapestr...
Created 04 Dec 17:06 by Ken Shifman
Reports/Queries
2
1
Vote
There need to be more ways to filter the Mass Interactions Field in Reports
I was looking for accounts that we had missed sending thank receipts to. I had a query with the accounts that had given in that period and ran it in a report that had the column to show mass interactions for this year. However, there were so many ...
Created 06 Apr 15:39 by Janette Layton
Reports/Queries
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5
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Export Spouse First and Last Name when creating reports on giving (ex. Household Giving Summary)
After consulting with some eTapestry reps, I have found that it is impossible to export the First and Last Names of a spouse when doing a report on giving. I do not want to do a Relationship Report, what I'm trying to do is create a simple report ...
Created 26 Jul 18:20 by Guest
Reports/Queries
2
6
Vote
Gifts Received should NOT double count tributes
Currently, if you query on gifts received, it will count any gift received AND it will count an additional amount if that gift is linked to a tribute. We just spent a day figuring out where and why an extra gift was appearing in our queries/report...
Created 24 May 12:55 by Guest
Reports/Queries
2
7
Vote
Be able to copy, then customise Standard Reports
I would like to be able to include/exclude fields from Standard Reports. At the moment, I have to run the report, then heavily edit the resulting spreadsheet. This is very time consuming and prone to error due to having to manually input a lot of ...
Created 03 Mar 00:08 by Guest
Reports/Queries
2
3
Vote
Get rid of 12 month maximum for scheduled reports
I'm not sure why we can't schedule a report for unlimited amount of months? Inevitably, there are reports, which I need monthly that stop after 12 months of working. I don't want to have to remember to schedule for another 12 months. I'd like the ...
Created 17 Aug 21:10 by Guest
Reports/Queries
1
4
Vote
User Activity: What are the records the user has Viewed
This query would allow to list all the records a user has viewed during a specific period.
Created 17 May 12:09 by Guest
Reports/Queries
1
4
Vote
Queries - Journal Entry Date - Date Range Calendar
In creating queries and selecting Journal Entry Date and selecting Start and End date ranges, the little calendar icon to choose a date now disappears when clicked on.
Created 28 Mar 20:08 by Guest
Reports/Queries
4
6
Vote
Open accounts in a new tab from query preview
Would be great to be able to open an account in a new tab from a query preview or a report displayed within eTapestry. Currently any page attempted to open in a new tab or window opens to the home page not a specific page. Currently if I go change...
Created 29 Aug 14:29 by Bailey Gould
Reports/Queries
4
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