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194 results found

  1. Report for blocked emails

    I would like to see a report or some way to see all supporters blocked emails by REACH

    2 votes
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    0 comments  ·  Reports  ·  Admin →
    completed  ·  Mary Ka Powers responded

    A Report for Blocked Emails has been added to the Reports Module.

    The report will list supporters whose emails have been blocked because of too many bounces.

  2. Gift Aid report

    It would be great to be able to run a gift aid report for UK supporters. Headings would include title / name / surname / address 1 / Post code / date of donation / amount of donation.
    Sure it's not a hard one.

    0 votes
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    completed  ·  0 comments  ·  Reports  ·  Admin →
  3. Extra Line for Payment Information

    Always provide an extra line for the Payment Type. Currently
    Online/nothing; Check/Check Number; Cash/nothing; Manual Card/nothing.
    For a custom payment type allow definition of the custom type and the second line for additional payment information/detail.
    Example: Payment Type/Other Payment Info

    3 votes
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    1 comment  ·  General  ·  Admin →
  4. Contribution Statements - Include "Add Field" option

    It would be really nice to merge a supporters name into the contribution statement emails. It is always better to personalize these things!!!

    1 vote
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    completed  ·  0 comments  ·  Reports  ·  Admin →
  5. Export Contribution Statements Group Filter Option

    It would be a good idea to have the function to choose a group when exporting the year-end Contribution Statements, would it also be possible to choose only those supporters with donation transactions in the chosen year.

    14 votes
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    0 comments  ·  General  ·  Admin →
    completed  ·  Mary Ka Powers responded

    REACH now offers the ability to create and send Contribution Statements by Donation Payment Type, Groups, and Countries.

    When creating a Contribution Statement Export you can now chose to Include a Group – or Multiple Groups And/Or Exclude Groups.
    You can also include or exclude by Country.

  6. Contribution Statement - Group Export

    When completing a group export of Contribution Statements it would be great to be able to select
    certain groups, places, projects to email out to supporters. Currently there are not any editable abilities.

    5 votes
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    completed  ·  0 comments  ·  General  ·  Admin →
  7. Contribution Statements - Email option

    We can print a batch of contribution statements but the email option to supporters is plain, centered only, and leaves a large blank space. Basically useless at this time.

    2 votes
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    1 comment  ·  General  ·  Admin →
  8. Create a report that can be filtered

    A donation report that has a way to filter what info to include. Right now, we have to delete a lot of info from the report columns to fit on one page wide landscape orientation.

    5 votes
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    0 comments  ·  Reports  ·  Admin →
    completed  ·  Mary Ka Powers responded

    REACH reports now feature Multi Select Options as well as the ability to Select Columns to Display. Once a report has been created, the filtered options are available for download by using the “Export Filtered Results” buttons.

  9. Add a supporter column in task list for various tasks

    list supporter name as a column in task list for past due pmts and failed recurring pmt tasks. It is super time consuming to click through each task following the links to get to the supporter only to do it several more times for the same supporter. This would allow us to sort by supporter and deal with all their issues at once rather than clicking back and forth.

    7 votes
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    completed  ·  0 comments  ·  General  ·  Admin →
  10. We would like Reach to automatically record individual receipt numbers for all payments and donations rather than just Online donations.

    In Australia it is a requirement that all donations have an individual receipt number. I request that all donation payments have an automatic receipt number allocated and not just the Online donations. Thanks

    6 votes
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    completed  ·  0 comments  ·  General  ·  Admin →
  11. a serialized year end canadian tax receipt.

    Canada requires, if you are going to produce year end receipts only, which a lot of charities do, to have a serialized receipt that provides the totals given for the year and a receipt number that cannot be reused. It would also be nice to be able to set the starting point for the receipt number. i.e. 20180001 for receipts from 2018.

    10 votes
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    completed  ·  1 comment  ·  General  ·  Admin →
  12. Giving Campaign Donor List-batch donation issue

    Currently, when a donor makes a batch donation which includes giving to a campaign, the full amount of the donation shows up on the campaign's list of donors, even though only a portion of that donation went to the campaign. To avoid confusion, we would like only the portion of the donation that was given to the campaign to be listed next to the donor's name.

    7 votes
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    completed  ·  0 comments  ·  Campaigns  ·  Admin →
  13. Event Registrations - default so most recent is shown at top

    Currently Event Registrations are sorted with oldest at the top. As people register, you most want to work with the most recent registrants records. You can re-sort the list by clicking on the top of the column but once you leave the window to edit the record, you are thrown back to the default of oldest first and and to re-sort. To do this actually requires an extra click, because the first time you click, it sorts oldest first (even though that is currently what it's sorted as), then you click again to get it to sort newest first. The…

    3 votes
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  14. Account Without Email Address

    Setting up an account without an email address

    1 vote
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    0 comments  ·  General  ·  Admin →
    completed  ·  Mary Ka Powers responded

    A REACH Admin can create a new Supporter Account without an email address. A Username can be added instead so a supporter can log in.

    When created, a unique system dummy address will be assigned to the supporter. This can be updated at a later date if the supporter would like to enter an Email Address.

  15. Add Donor Name to Failed Recurring Donation Tasks

    It would be really helpful if there was a way to add the Donor Name to the automatically created Tasks for "Failed Recurring Donations".

    7 votes
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    0 comments  ·  General  ·  Admin →
  16. Search by donation amount

    It would be nice to be able to do a search by donation amount. I remembered a large donation amount but could not remember who gave and had to run a donation detail report and sort to find.

    2 votes
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    completed  ·  0 comments  ·  General  ·  Admin →
  17. 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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    0 comments  ·  Reports  ·  Admin →
  18. When running reports it would save time if you could change the search Parameters in the report without having to go back to the beginning.

    When reviewing reports if you want to look at different parameters you currently have to go back to the beginning and re-enter all of the search parameters. It would save time if you could simply change them at top left of the report where they are currently shown.

    1 vote
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    completed  ·  0 comments  ·  Reports  ·  Admin →
  19. Add a TOTAL somewhere on the "Top Donor" report when generated.

    This will save time by eliminating the necessity of downloading to excel and running a total.

    3 votes
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    completed  ·  1 comment  ·  Reports  ·  Admin →
  20. Offline Direct Deposit

    Can we please have an Offline Direct Deposit Payment category where we can record recurring donations which were set up from the donor's side with the bank. This payment type must allow us the ability to set it as a recurring donation. We are not asking for a payment type to take or set up direct deposits but rather just a mechanism to record recurring donations set up by the donor.

    15 votes
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    completed  ·  1 comment  ·  General  ·  Admin →
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