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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.0
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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.0
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Show more than one Fund in Reports per account
It is useful because we can understand the engagement of each account per fund. Also to be able to group some funds totals in one column an have another column to another specific fund. Maybe allowing use more than one query to show in the report ...0
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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...0
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Gifts given turned into Pledge Payment
Currently, if someone gives a pledge, and then later submits a gift towards that pledge online, there is not an easy way to change that gift into a pledge payment without deleting it out and adding it back in. Pledges are frequently used with non ...1
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Report on Manual donations entered via journals to reconcile with accounts system (Sage cloud 50)
Every month we manually add some journals - Gifts for monies received into our bank account. Id like to be able to run a report on these to ensure they reconcile with our accounts system/bank incase any get missed or typed incorrectly.0
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Soft Credit Report Fields for Transaction Count and Largest Gift Received
When you are running a report, there are fields like "received & soft credited amount" so it pulls the total of both added together for that donors record. But there is no such field for the largest gift received OR soft credited. A donor migh...0
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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 ...1
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Fuller data reports for newsletters
It would be helpful to see a more detailed breakdown of past reports. Currently I can only see whether it was delivered for newsletters in a past list. I would like to be able to compare open and click rate for different types of content and links...0
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Add bounce rate check for auto emails in etapestry.
Hello, our auto-reply confirmations do not always reach the intended email. We'd like a way to see how many make it. Could you add a bounce rate check for auto emails in eTapestry?0