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12
Vote
Using Crystal Reports (successfully), in Altru.
During our initial implementation of Altru, I had several members of the Blackbaud team tell me that Crystal Reports was an option for reporting out of Altru. We were transitioning from an POS/Scheduling software that had Crystal Reports built in,...
Created 04 Jan 14:08 by Guest
Query / Reports
0
12
Vote
Please add smart field for Total Outstanding Pledge Balances
I'm trying to create a report that I run frequently and would like to show total outstanding pledge balances. This helps us decide if we would like to ask someone for money. I do not want to export multiple columns and sum balances myself when the...
Created 04 Jan 14:07 by Guest
Constituent Records / Fundraising / Query / Reports
0
Reviewed
12
Vote
Add Order Balance Amount as a query field
Users want to report on the Balance amount that is owed on a group sale within a Group Sales Reservations query. Many users are building a query to gather additional details about a list of reservations that the Group Sales Revenue report does not...
Created 04 Jan 14:07 by Guest
Query
15
Reviewed
11
Vote
Include refund information in Sales Order Item Ticket Registrant node in a Sales Order query
The way data currently displays in a Sales Order query, it is difficult to see refund information associated with a particular registration. If the refund info (amount refunded, etc.) appeared beneath the Sales Order Item Ticket Registrant node an...
Created 30 Oct 20:03 by Jillian Lewis
Query
1
Reviewed
11
Vote
Ability to Query on Household Revenue
Is it possible to query Household revenue?
Created 04 Jan 14:09 by Guest
Query
1
11
Vote
Ability to change a Smart Field name even if its being used in a query
I think it would be helpful to have the ability to change a smart field name even though it's being used in a query or export. Sometimes I create a smart field, but then I realize the name I gave it months ago isn't the best description. Or it's a...
Created 04 Jan 14:09 by Guest
Constituent Records / Query / Reports
0
Reviewed
11
Vote
Be able to edit/delete a query that was made by someone that is no longer with the organization.
I need to edit some queries that were made by staff who are no longer here and the query is set up to not allow editing. I would normally copy the query to edit what I need, but my reason for editing these few are because I need to take out a memb...
Created 04 Jan 14:08 by Guest
Query
0
11
Vote
"Undo" in a query
For the Altru gods: I keep accidentally deleting the wrong criteria and output fields from my queries because of the way it highlights a field above an initial field you delete. However, sometimes I don't notice which field it is that I accidental...
Created 04 Jan 14:07 by Guest
Query
0
Reviewed
10
Vote
Volunteers Years of Service
We award a "Years of Service" pin for our volunteers at various levels: 5 years, 10 years, etc. It would be great if we could have this automatically calculated based on dates of service, without counting any lapsed time.
Created 04 Jan 14:11 by Guest
Query / Volunteers
0
10
Vote
Is it possible to find a list of queries or exports where a smart field is being used?
I want to change the name of a smart field, but I can't because it's referenced in a query somewhere. How can I find out where something is being referenced either in an export, query or other process?
Created 04 Jan 14:09 by Guest
Query / Reports
0
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