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17 results found

  1. Add the GL Code to the PROJECT export.

    To verify the PROJECT GL Codes - add the GL Code to the PROJECT export.

    It would also be helpful to add the GL Code any other data area export.

    1 vote
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  2. Add the Donations ID field to the Donation Details Report

    This would aid in tracking down discrepancies in our reporting.

    5 votes
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    3 comments  ·  Reports  ·  Admin →
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  3. Daily Reports & Multiple Receipients Options

    Adding a daily option to the reoccurring reports option would be great. Our director is requesting daily reports on what was received the day before. This can be done setting up the same report every day of the week for the previous day, but that is clunky.

    Also in conjunction with that, adding a "email to" option for reports. So when a report is ran, a particular person/people and not necessarily users in REACH, will receive the report as well. Having the daily reports run and the link sent straight to the individuals would be a great feature!

    3 votes
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  4. Reports - Add permalinks for supporters and soft supporters in the soft credits report

    Currently the soft credits detail report does not include permalinks for both supporters and soft supporters. Can that be added, please?

    1 vote
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  5. Report for New and Cancelled Sponsorships by Month

    I would like to see a report that pulls in the new sponsorships and cancelled sponsorships by month for any period. For example, the last 3 months so see the relationship between new and cancelled sponsored broken out by month.

    5 votes
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  6. add ability to reporting to indicate if Groups selections are 'AND's or 'OR's

    Right now putting two different groups (e.g. A , B) in the Group field in Reporting Supporters will select any Supporter who is in Group 'A' *or* Group 'B'. IT will be very helpful to be able to indicate that the Supporter(s) should be selected if they are in Group 'A' and Group 'B'. This would greatly enhance the ability to focus on specific subsection of Supporters

    3 votes
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  7. Include "External Reference ID" in Sponsors report.

    When pulling a "Sponsors" report, have an option to include their child's External Reference ID.

    4 votes
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  8. Report of sponsorships that get updated

    When we update a child's photo and info, we generate a "Sponsorship Information Sheet" that we print and mail to the sponsors. If we could generate a "change report," and then generate labels for those sponsors, it would save a lot of time manually creating labels for the ones that have been updated.

    1 vote
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  9. Labels in Alphabetical order

    we really need the labels in Alphabetical order. It took us over an hour to clean up a report from REACH Just so we could get labels From our sponsors list in alphabetical order.

    3 votes
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  10. offer a report for those supporters signed up for email newsletters

    1 vote
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  11. Make the "Export to QuickBooks" file more customizable.

    When you run the "Export to QuickBooks" on the donations report, the "Account" Field always defaults to "Direct Public Support" and "Reach". We use different account names and would love to be able to customize these.

    Also, the ability to populate the "Class" field with GL codes rather than placed on the end of the description would be awesome.

    1 vote
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  12. add the Preferred Name (Salutation) to the Top Donors report

    Adding the preferred name (salutation) would make the top donor file easier to create year end letters

    1 vote
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  13. NEW Report associated with Events and Newsletter sign ups

    Generate report of all new sign ups by event or by newsletter lead

    3 votes
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  14. Failed transactions

    When I run the Failed Transaction report for a certain date range I get
    every transaction that failed. We follow up on failed transactions and get the donor to update the card. As a result, many of the failed transactions are not "failed" anymore, but have current recurring donations. It would be very labor intensive to go through each record! Adding an additional column in the report showing last donation date will help filter out the ones that have updated the card.

    10 votes
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  15. Contact preferences

    It would be great to run a report to find out which supporters have opted out of email communication. I've been sending out messages, however our supporters haven't been getting them as they hadn't ticked the right box. If I'd know I could have contacted them via alternative means or ask them if they wanted to adjust their settings.

    11 votes
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    4 comments  ·  Reports  ·  Admin →
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  16. Provide a New Donor Report for any gift

    Donor Management is key to the success of any non-profit and acknowledging first-time donors is important. The report should include ALL new donors to the system: Campaigns, Sponsorships, Projects, Places, any avenue that someone can give to through REACH. The report should also include address, email, and gift amount.

    3 votes
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  17. Add date of last gift to Top Donor Report

    Reports need flexibility on the field names. At minimum please add date of last gift field to top donor report

    5 votes
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