Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit RE7-I-201 export proposal by criteria (eg date. inactive etc) see KBBB36721 from 2002.

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.

  • Guest
  • Feb 27 2014
  • Guest commented
    March 17, 2016 23:51

    Absolutely. when constituents start having multiple proposals it makes exports really unweildy and difficult to turn into any kind of meaningful report.

    Would be really good to be able to choose parameters such as active/inactive, rating, status, etc.

  • Julie Hiland commented
    March 17, 2016 23:51

    I've been DYING for a solution to this issue for several years. I need to be able to include in my exports ONLY active proposals. Would also be very helpful to be able to export ONLY proposals with a certain status, a certain solicitor, a certain fund, etc. Please please please.

  • Guest commented
    March 17, 2016 23:51

    Yes yes a million times yes. Export just doesn't have any value when working with Proposals. Proposals are so important, and there is virtually no way to work with them in Export.