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.

We need a report to show GROSS and NET amounts for online transactions (with all other available report fields). Right now, we can run a report showing donations/fees/ticket sales/revenue from eTap with the fund designation. BUT, since there is no...

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

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'd like to be able to generate a report of ALL emails send in a period of time (e.g. 2022) so that I can compare their performance based on open rate and click-through rate etc. I currently have to pull a seperate report for each mass email and c...

I suggest that a new transaction should be created when reprocessing a failed transaction through the auto process failures standard report instead of updating the original transaction the following day. We balance the previous day's transaction t...

I would love to see donor retention over a period of many months and years instead of just filling out 5 time periods. As well it would be great to be able to split it over campaigns.

I'd like to be able to easily click on the "Statistics" section of the DIY Form to see specifically what that data produces. The brief summary isn't very helpful if I can't select more information. I asked a rep how to pull that data and their sug...