Ideas

Add info to the report export files that states the report name, filters applied, user, and date run.

It would be great to easily identify who has opened at least one email in any given time frame to determine if the contact is engaged with the organization. Similarly, it would be nice to see who has clicked on at least one email in any given time frame. Our organization sends email to many valid email addresses but the contact has never opened an email. As we try to prune our list and only send email to those that are engaged instead of wasting email credits, it can be cumbersome to identify this info through an Activity Report.

When I'm searching for a badge, I have to type it in exactly as it appears in order to find it in the list. So for example, if I want to add "Harvard Business School" as a tag, I need to know that it's labeled as "Graduate - Harvard Business School." If i type just 'harvard business school" it won't recognize the keywords

"If you made a pie chart to represent your fundraising, what would it look like?"

It would be helpful if there could be a report to run at the end of the year to see if there could have been duplicate gift records made so they could be deleted before year end. This would be because of operator error, not program.

Would like the option to customize the last statement that is auto populated on the contribution statements; ""unless otherwise indicated as non-deductible, no goods or services were provided in exchange for these donations." We have heard from a few donors and lawyers they would appreciate other language better and would like to honor that request.

it would be really nice to be able to generate reports for specific times using Fund, campaign, and appeals. Our old system gave us cross tab reports with a simple click of the mouse.

Offer more category options for dashboards. For instance, I focus on Marketing/Communications while someone else is focused on Donor Relations. I'd love to customize my dashboard to show the metrics most relevant to me for tracking, which are more about online giving pages and emails/communications.

Would like to be able to see more than 50, would ideally like to be able to see all, and be able to zoom out to see more columns. Feels very trapped when looking at the list.