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Add a new Summary Field to include Last Soft Credit Amount & Date of Last Soft Credit.
When reviewing donor reports, we would like to see the Life Time Gifts and Soft Credits combined (Total Lifetime Gifts + Softcredits) and know the date that the individual or their business gave their last gift or soft credit whichever is most rec...3 Already Works That Way.
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Adding Frequency in a Query Search
Users need to be to run queries by being able to specifically select recurring gift frequency, monthly, quarterly, etc. for recurring gift donors. For example, I need to see a report with only monthly recurring gift donors. At the moment, I have t...1 Already Works That Way.
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Would be great to have the same fields that are already available in REPORTS be available in QUERIES.
For example, I can make a report displaying the Account Name and the SORT NAME, but I can't make a query that finds constituents with BUSINESS NAME FORMATS where the ACCOUNT NAME is not the same as the SORT NAME. I could really use this for data c...3 Already Works That Way.
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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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Being able to query BBMS and manually entered donations in same query
Currently, we have to do 2 queries: one for BBMS generated donations, and one for all other donations (checks, PayPal, etc). I then have to manually compile them into one. If they could all be generated in the same query, it would be a huge help!1 Already Works That Way.
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Quick Search on Account Number
We would find it useful to be able to search on the account number in the search bar2 Already Works That Way.
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Please create a Largest Received Fund summary field
I would like to analyze my largest received amount, date, and fund, but there is no such summary field for fund.2 Already Works That Way.
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Ability to query on "final" checkbox
I would like to be able to group entries that have been marked final with a gift date in a certain range. This would be helpful in determining different groups that have been "posted" to my GL.1 Already Works That Way.
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Please add "Final" on contact record to be able to query on
I would like to query on Final box that is checked to remove it. I can't query on it, but I can report on it. It should be consistent. That way we can use the mass update to uncheck the box and query for just the ones checked.1 Already Works That Way.
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Reports for the new Name Format. I would like to be able to run a report that groups the 3 new Name Formats - Individual - Family - Business. My querie would be a specific time frame and I want my report to show all entries from that time frame Grouped by Name Format. All that has to be done is to add that new category to the report list.
No description provided1 Already Works That Way.