This would let us visually plan out a route for donor visits in another state, or see how our alum are concentrated throughout the country and world

Our fiscal year begins July 1. It would be enormously helpful for us to be able to run the benchmark reports to compare fiscal years, rather than calendar years.

There is plenty of room to load many more than the first 10 query categories when you hit that down arrow. It is a little annoying to have to hit that button and then hit the Manage Queries button to get to the query I want.

For example, I can make a report displaying the Account Name and the SORT NAME, but I can't make a query that finds constituents with BUSINESS NAME FORMATS where the ACCOUNT NAME is not the same as the SORT NAME. I could really use this for data c...

BBMS creates an annual disbursement schedule. To increase efficiency, it would be terrific if: 1) queries > journal entry date had an option to select based on disbursement cycle dates (& auto update to the next cycle) 2) scheduled items &g...

When you send a report to display, then want to export it to pdf or excel, you must scroll to the bottom of the page (sometimes past thousands of line items). Can the export button and pull down be relocated to the top of the page

Management > Click "Approaches" under "Donation Strategies" I would like a list of approaches in the database so we can review as a team and decide which ones to keep or discard. It would be easy to go through them if they can exported into an ...

Right now if I want to compare what all my donors gave to Fund A and Fund B last year and this year, I need to run 4 reports and use vLookup in excel to display this. I'm surprised this cannot be done in an eTapestry report.

When I am entering a list of 20 account numbers it would be helpful to double check the numbers from the original list with the numbers that are "populated" to verify accuracy (transposing numbers, etc.) It only lists account name, address and pho...

I have some queries that I utilize very frequently. Under the "recently viewed" and "favorites" list that is offered on the dropdown under the query tab, which when clicked on, it currently will take you to "edit the query". This is okay in some c...