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UDF's for Fund Names
Use as a way to sort gifts that are for a project country, region, identify responsible staff, restricted or unrestricted, project partner, primary staff person, etc.
Created 02 Mar 20:30 by S Schuenke
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consistent donor report
A query that could rank donors who have donated most consistently (each year for the longest time), would help with planned giving prospecting and other prospecting.
Created 30 Jan 15:44 by Guest
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Include soft credits in "Last Received Date" and "Last Received Amount" fields (or create new report fields for soft credit journal entries at the ACCOUNT level)
We often pull mailing lists based in part on the last time a donor made a gift. Unfortunately, the "Last Received Date" and "Last Received Amount" fields do not currently include soft credit transactions. This means that we may inadvertently be ...
Created 01 Nov 15:20 by Guest
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Headings for Consecutive Years Giving report
Can someone build a Consecutive Years Giving report where the HEADINGS relate to the number of years given, vs. the number of JE transactions for a time period.
Created 24 Feb 22:26 by Randal Childs
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Add capability for Tribute TY Letter Summary for the family/org who it is in honor or memory of (non-donor)
A query and letter format need to support this. eTap customers have to make one-off letters for the In Memory/Honor Of Tribute Family or Organization. Meaning, we send a letter to the family that all the donations were made in honor of, and in tha...
Created 18 Dec 21:37 by Guest
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Extend Report Valid Dates
We have many reports that are set up in eTapestry to run monthly and weekly. It would be so helpful if we could have a "Valid Date" range that could extend past a year, or even go on indefinitely. There are times when our reports have expired and ...
Created 14 Nov 21:13 by Guest
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Would like to able to sort by last with the Account Summary Report
This report gives a lot of important information and it would be nice to be able to sort it alphabetically by last name instead of first name.
Created 23 Aug 14:02 by Guest
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Flaw Found in New Update: "Summary Fields" from Custom Reports is now an option in Queries but only included calendar year options
Having the "Summary Fields" from building a custom report available in my query results is a great option because that is often the information I am trying to access when pulling an account query. The only problem is the update only include a few ...
Created 01 Feb 17:02 by James Wallace
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Remove ecommerce, One-Off, Merged notes from a contact report
Is there a way I can remove ecommerce, One-Off, Merged notes from a contact report we have built to autorun? We just want to see notes added to journals not system notes.
Created 26 Jan 15:32 by Guest
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Customized pledges and payments on queries and reports displayed on Homescreen Dashboard
We would appreciate if the Blackbaud Support Team could create user defined queries and reports on donors' pledges and receipts (specifically by setting up automatic charts and graphs) in a visualized mode on the dashboard page.
Created 11 Jan 06:44 by Guest
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