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Improve the duplicate checking criteria
The duplicate criteria is not detailed enough and so highlights 2 accounts as a duplicate when they are clearly not! This presents problems when 2 people at the same address register for an event - their accounts get merged and we effectively 'lo...
Created 20 Oct 15:08 by Hayley Golding
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5
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Let us export journals!!!!
We would like to export entire journals for individuals, but it is very cumbersome to create a new query for each person!! Please let us export journals, including soft credits, etc!!!
Created 07 Dec 00:03 by Guest
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Add Fund Data to BBMS Disbursement Reports
Would be great if I could see what fund people donated to when running my disbursement report. I need to give this to my accounting office and tell them where the money is going. Currently we cannot see fund or campaign data. Similarly in eTapestr...
Created 04 Dec 17:06 by Ken Shifman
Reports/Queries
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5
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Export Spouse First and Last Name when creating reports on giving (ex. Household Giving Summary)
After consulting with some eTapestry reps, I have found that it is impossible to export the First and Last Names of a spouse when doing a report on giving. I do not want to do a Relationship Report, what I'm trying to do is create a simple report ...
Created 26 Jul 18:20 by Guest
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6
Vote
Gifts Received should NOT double count tributes
Currently, if you query on gifts received, it will count any gift received AND it will count an additional amount if that gift is linked to a tribute. We just spent a day figuring out where and why an extra gift was appearing in our queries/report...
Created 24 May 12:55 by Guest
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2
7
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Be able to copy, then customise Standard Reports
I would like to be able to include/exclude fields from Standard Reports. At the moment, I have to run the report, then heavily edit the resulting spreadsheet. This is very time consuming and prone to error due to having to manually input a lot of ...
Created 03 Mar 00:08 by Guest
Reports/Queries
2
3
Vote
Get rid of 12 month maximum for scheduled reports
I'm not sure why we can't schedule a report for unlimited amount of months? Inevitably, there are reports, which I need monthly that stop after 12 months of working. I don't want to have to remember to schedule for another 12 months. I'd like the ...
Created 17 Aug 21:10 by Guest
Reports/Queries
1
4
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User Activity: What are the records the user has Viewed
This query would allow to list all the records a user has viewed during a specific period.
Created 17 May 12:09 by Guest
Reports/Queries
1
1
Vote
Query for Email Last Modified Date
When getting the most out of our integration with Constant Contact, knowing when an email was last updated in eTapestry would be useful, for then knowing to update it in Constant Contact.
Created 23 Jan 20:52 by Guest
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4
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Queries - Journal Entry Date - Date Range Calendar
In creating queries and selecting Journal Entry Date and selecting Start and End date ranges, the little calendar icon to choose a date now disappears when clicked on.
Created 28 Mar 20:08 by Guest
Reports/Queries
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