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Create a report option on query results to feed your resulting ID list as an input parameter to a pick list of custom reports.
This would enable sites to deploy a "catalog" of ready-to-go reports that only need an id list to run, and let users utilize the power of the query tool for their selections and list building.0 Reviewed: Voting Open
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Rolling dates as Smart Fields
Querying data based on rolling dates is not available across the board in CRM. The data warehouse (DWH) provides the ability to do this, but there are some issues with this: it's not a part of the standard product, so you need to pay to get rolli...4 Reviewed: Voting Open
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add the ability to export constituent pictures
Our organization has a good many constituent records with pictures on them and we would like the ability to export those pictures into a custom report. You can export the field as part of a constituent query but the result doesn't show the image.3 Reviewed: Voting Open
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Need permissions on Export Definition files and and Import Selection files
Like the ad hoc query - users should be able to permission their import lists and more importantly their export defintions to allow/not allow others to edit their export definitions/import selection file1 Reviewed: Voting Open
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Add the option to Copy a query in Marketing and Communications Selections
Currently if you add a new ad-hoc query in M&C you cannot copy it, make a minor change to it and save it under another name. You can only edit it. If you open the M&C query from the Analysis area, you can copy and rename it, but it must be...0 Reviewed: Voting Open
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Allow us to query constituent batch number
We need the ability to query on constituent batches just like we can on revenue batches. We enter multiple batches during the day and need to be able to pull the data from only the one batch number.0 Reviewed: Voting Open
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add smart tables, similar to the smart field
Some views have performance issues, (i.e. V_QUERY_CONSTITUENCY) https://www.blackbaud.com/files/support/guides/infinitytechref/Content/BlackbaudCRM_2_94/V_QUERY_CONSTITUENCY.html The ability to create smart tables that re-build/re-structure/re-po...0
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Page for each "Feature" to list all roles that access feature
I can go to a role and see all features assigned to the role. I would like to go to a Feature and see all roles that use that feature. Sometimes I forget what roles access a feature and sometime I duplicate a features in multiple roles when I di...0 Reviewed: Voting Open
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Add the ability to Query on Participants
There is currently no way to create a query or selection at Interaction Participant level. There is no node for this.0 Reviewed: Voting Open
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Make the Giving List report Site Secure
Just recently moved to 4.0 and were excited to have the Giving list. Unfortunately it is not site secure would love for the giving list to be site secure so that only those sites can see there sites0