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  1. Add Custom Reporting (or include all applicable fields in the reports that you provide)

    Some of your reports do not include important fields that would be useful for reviewing records. (ie "Packaging Status" report does not include Package Description and Donation Comments, which would be useful to verify that all pertinent information was included when the package was created... another example is on the Data Exchange Page, the "Item/Services Donation Report" does not include a Donation #). I realize that you can't please everyone so maybe adding a custom report feature, allowing users to create reports from all available fields would be the answer. At the very least, please add the above fields to…

    123 votes
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    19 comments  ·  Reports & Printed Materials  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Attending Report with Contact Information

    I want a report that shows patrons who attended regardless of whether they bought anything and their contact information, address and email.

    45 votes
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  3. Print Specific Bid Sheets

    It would be nice to be able to select a single package's bid sheet for printing. No need to print them all again when only one or a few packages have changed and need new bid sheets.

    32 votes
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    7 comments  ·  Reports & Printed Materials  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add sort functionality to reports

    So often, if I just want to take a quick look at something (without having to export the data) the reports come up in no sensible order. For example, I wanted to check on a package in the Sales Margin report, but the packages are not in any order--not by package number or alpha order--so I have to scan the list to find my item. This is true in many of the reports. Being able to sort by one of the column headings would be much more user-friendly.

    29 votes
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  5. Place Donor Contact Information on RSA Generated Gift Certificates

    How are winners supposed to know who to contact when they win an item? It would be very helpful if RSA could give the option to include the donor information on the gift certificate. I'm having to manually go in and add it to all gift certificates, therefore adding that info twice.

    28 votes
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  6. DPO integration should allow for more specific gift codings

    Because sponsorships/monetary pledges/in-kind donations often need to be tracked separately within DonorPerfect, it would be great if the DonorPerfect Transfer screen gave you the option to set codes separately for these different categories of gift transactions. This way you could give one sub-solicitation code to sponsorships, a different one to in-kind gifts, etc.

    23 votes
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  7. Improve viewing of online reports

    When viewing on line generated reports you have to scroll all the way to the bottom of the file to scroll to the right/left of the report. Plus the header row is not visible when reading further into the report. Many times I like to just view info before exporting or printing and it is frustrating to scroll to bottom of file when you just want to look to the right or left of spread sheet and I don't want to export the file each time to just read for info.

    23 votes
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    2 comments  ·  Reports & Printed Materials  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Allow for Full Exporting of Tables

    It would be nice to be able to export an entire table (such as ALL fields in Bidders) rather than having to export two or three of your reports and have to merge query them together in an Access table. Please give full functionality to background tables to those who know what they want to do that you haven't though of yet.

    23 votes
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  9. drill down in summary reports

    When I run a summary report (of sponsorship sales, as an example) it shows that I have a certain number of sales of each sponsorship level. Please could you make it so that I can click on that number and see a drill-down of the individual sales?

    23 votes
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  10. Offer the option to download donor thank you letters for only donors who have not yet been thanked

    Currently, the Donor Thank You Letters file under Printed Materials will download a file of all donors who have given, even if they have already been thanked. There should be an option similar to what is offered for thank you e-mails where a file can be downloaded for only donors who have not yet been thanked.

    23 votes
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  11. Customizable reports

    We should be able to customize reports and then be able to email them. The report should be able to pull up a company that donated items (single or multiple items, or everything they donated) and then pull all the bidders information. I would like to garner more information from bidders: name, COMPANY NAME, address, phone, email. We should be able to produce this report to each supplier. Our people want to contact all the people that bid on their items and they want to see what our bidding is. All of this information is in the system we just…

    22 votes
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  12. Provide one transaction report for all sales, cash donations, sponsorships, and auction wins.

    To be able to look at all event transactions in one place, we have to pull four different reports and merge them together. This takes a while because each reports pulls different columns in different orders. Not convenient or efficient, especially when needing to transfer this data into a donor database like Raisers Edge or Bloomerang. In general more control over reports and the ability to add columns would be ideal.

    18 votes
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  13. Customize Report options

    I would like to have a report that I could choose the data fields that I need in my report and onsite print material. More options for advanced users would be really nice.

    17 votes
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  14. Table Assignments

    We want a report that will allow us to choose tables for everyone on one screen, instead of choosing different parties in RSVP's.

    13 votes
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  15. Be able to set a default date on gift certificate expiration

    Currently you have to change the date to your desired date on every GC. It would be much easier if you could set a default (like one year from date of event) and make changes for exceptions only.

    13 votes
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  16. Bidder Names on Bid Card (Paddle)

    It would be a great improvement for Bid Cards to be printed with the associated bidder guest names on them. We had so many problems with people picking up the wrong bidder card at the Silent/Live Auction that last year we typed the names on each of our 400 cards!

    12 votes
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  17. 12 votes
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  18. You could customize letters in Printed Materials

    You should be able to customize the printed materials with the organization's logo, custom language, and letter head.

    11 votes
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  19. Consolidated Winnings Report Per Bidder

    We can’t see the breakdown of all the packages that they bought unless we go into that donor/bidder’s individual profile. We want a report that shows the packages bought per bidder.

    11 votes
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  20. Allow users to specify report columns

    Add "primary category" to Package Sales Margin report. Or better yet, let us select our own columns for each report.

    10 votes
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