export proposal by criteria (eg date. inactive etc) see KBBB36721 from 2002
In order to project future income I need to be able to identify "live" proposals rather than those that have been made inactive. At present there is no way to do this.
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Guest
- Sep 16 2013
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Filter proposals export by date or inactive or pending status
Merged This request has been in the Blackbaud knowledge base since 2006. See Solution ID 281924.3
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export
Merged Allow the ability to export only ACTIVE proposals. Currently, it exports all of the constituent's proposals - even from years ago. I am trying to create a pipeline report and my Foundation Development Officers want to see their active proposals, n...0
Related ideas
This is an another example of an idea that needs to be merged with the others of the same request.
Currently it only seems to allow to limit the proposals you see by the 'Purpose' field - I'd like to export specific proposals by campaign