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allow Fundraising Hierarchy to be exported and maintain relational view
Apart from the 500 row limitation, export of the Fundraising Hierarchy removes the relational view aspect of levels) either allow this view to be maintained on export or provide export/printable report that uses this view.0 Reviewed: Voting Open
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add the event start and event end date to the sort options to Registrant for Export definitions
My lay leaders like to see if a constituent has attended recent events, but they do not want to see every event they have ever attended. I would like to sort event attendance in descending order and list just the last 5 or so. This will allow deve...0
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Shortcut - Allow Export process/ Export by search term to have shortcuts created
The new shortcut feature is great but we need it expanded. When you go into an export process, it would be great if we could create a shortcut from there. Also, when you are on the export page, and you enter a term into the search box you get 3 ex...0
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Add a text search field for exports and export definitions.
Search options exist in most other areas, but are conspicuously absent for Exports and Export definitions. Once you have more than a few screens worth of these, it takes a while to scroll through each screen in the webshell to find the one you are...0
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Allow viewing of filter criteria in Export Definitions which are locked
Sometimes, when an Export Definition is in use (for a BBIS email?) it is locked and the existing fields can't be edited. In this case, we can't view the filters to see how the definition is defined. Please allow viewing of filter criteria. For t...0
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Be able to make an automatic Export process and send user link to export file.
This would be useful because the process wouldn't have to be manually kicked off and the person who is in charge of reporting can open the link to review the file.0
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Allow option between DATE and DATETIME on export definitions
Some fields for export definitions would be very useful for us if we could make them display as DATE rather than DATETIME. Typically, with an export definition going to excel we can change this ourselves. However, we'd like to be able to use some ...0
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ensure formatting of notes (bullets) is retained when you export to .pdf
When I add a constituent note with a bulleted list, the bullets are lost when I export my constituent profile to a .pdf. Everything in the bulleted list ends up in one long string in the .pdf version of the report. Same thing happens when I export...0
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BB Article Number 107871 - Perpetual loading when editing a saved export definition
The Knowledgebase article 107871 is a stop-gap work-around, not a fix. This is a bug that should be addressed in a patch.0
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prevent returns from a line feed when exporting notes in Designations.
When exporting notes in Designations an extra line feed is added during export. Using the Line Break Character options does not restrict this extra line feed.0