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Option to run benchmark reports using fiscal year, rather than calendar year
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.1
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Load more than 1st 10 Query Categories with the down arrow
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.0
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Would be great to have the same fields that are already available in REPORTS be available in QUERIES.
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...3 Already Works That Way.
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Schedule queries according to BBMS disbursement schedule
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...0
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Add a way to export Approaches to an Excel
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 ...0
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Reports -put export box at the top of the page
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 page0
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Be able to report on gifts received in multiple funds in a given time period, so that donations in each fund appear in their own column in one report.
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.0
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Custom query - add account - please add account number to displayed account
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...0
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Query Dropdown- allowing hyperlink to preview query, instead of editing the query
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...0
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Please in future allow customization to include email addresses in a Recency Report
So we can send group mass emails and don't have to manually click through each account to profile0