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The ability to have more than 1 of the same reports on your dashboard
It would be great if i could for example 2 campaigns showing on the dashboard at the same time and the ability to compare years (Like you can on RE). We have several different campaigns going at the same time and it is great to be able to set up t...1
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Pull linked hard credit email address in queries and reports.
In addition to being able to pull linked hard credit mailing address and phone number, we should be able to pull linked hard credit email address. Since so much communication with donors and tributes is moving to electronic means, it would be so g...2
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Advanced Find needs more fields
Advanced Find isn't very versatile. There should be access to more/all fields when in Advanced Find. I often want to quickly look up a bunch of records but do not want to have to make a query out of it. Being able to search through Advanced Find ...2
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In Reports: Add Consecutive Years Given
For appeal letters or return cards: showing "Number of years in a row the donor has contributed - encourages consistency1
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Add SORT NAME to all eTapestry Standard Reports
This would make the reports more versatile and prevent having to build separate queries and run additional reports to get the information in the desired format. This has been requested in the past.1
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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 ...1 Already Works That Way.
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Campaign Analysis Report to include UDFs
I would like the report to include User Defined Fields such as Appeal and Package Codes so that we can analyse in more detail the response rate and $ raised for individual items. The only way this can be done currently is to create individual quer...1
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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.0
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More user friendly queries and reports
I attempted to run a query of a particular fund of givers over a certain dollar amount, but it was leaving out those who had paid in pledge payments totaling that amount. This is basic stuff and it shouldn't require running two queries to include ...0
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Create a detailed report to see exact changes made by NCOA
It would be great to see a detailed report showing all the actual changes done after NCOA has been run.1