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allowed you to query and report on any and every field.
For Example: Financial Edge Project ID can only be pulled using the Financial Edge Exports under eTapestry Standard Exports. It would be really helpful to customize our own reports to pull this field.1 Completed
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Could publish a .pdf report with more columns than fits on an 8.5 x 11 inch page
I have a report I would prefer to auto-publish and email to management weekly as a .pdf that could be printed as landscape on legal paper. Right now I am publishing to Excel to accommodate this, but as is noted as an idea elsewhere, this requires ...0 Completed
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Please separate the first and last name fields for export.
It is really tedious to have to separate the name field with comma delineation after an export. This is the only database I know of that can't separate these two frequently used fields! Please help!3 Completed
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Automatic Report Email Confirmation
I just received my first ever request to verify the email address to receive an auto-process report with the indication that I will be required to confirm this email address every 90 days. But the notification didn't tell me what report the email ...1 Completed
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Query for Attachments
Need to be able to query for records that have attachments associated with them. If you're like us and get so big that you need to upgrade to Raiser's Edge, you need to be able to ID where all those files are so you can save them before conversion.2 Completed
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User Activity on an Account
Right now each Persona displays the account creation date and the user, as well as the user who last modified the account. The 'last modified' date is often the date that we last ran Address Finder. I would like to be able to see recent changes on...2 Completed
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Allow the "sticky note" content/field to be pulled into reports
A field designed to flag the record with important info should be able to be pulled into reports we've built and use regularly to manage our constituents.2 Completed
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Pulling out Mass Interactions in the same way as Journal Entries
I am unable to report numbers of newsletters sent and to what area currently with Mass Interactions as they search Accounts rather than Journal Entries.1 Completed
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Ability to see whether an attachment is included with a Journal Entry
Copies of checks and donation forms are to be attached to each new donation processed in the office. This is sometimes overlooked. It would be very helpful to simply be able to see if a journal entry has an attachment. An enhancement to this idea ...2 Completed
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Add "Transaction Gift Type Note" to Query results available columns
When recording Journal Entry payments, there are two notes fields where our staff may enter notes: the "Journal Note Text" field on the left side of the Journal Entry screen and the "Transaction Gift Type Note" field on the right side of the scree...0 Completed