To all of our amazing Standard Reports EAP Participants, I hope this message finds you well. I wanted to take a moment to express our gratitude for your participation in the Standard Reports Early Access Program (EAP). Your invaluable feedback has played a crucial role in helping us improve the product, and we are truly…
Hi everyone! Quick update. This past week we released 2 new reports: * Comparisons and Summaries Report * Stock Gain/Loss Report We hope you have gotten a chance to try them out! We found a few minor things we wanted to finish up before releasing the New Donors Report but we hope to release that next week. Please continue…
Hi everyone! I hope you are doing well. I wanted to provide some key updates regarding Standard Reports. New reports coming next week! This next week we plan on releasing 3 new reports! * Comparisons and Summaries Report * Stock Gain/Loss Report * New Donors Report Please keep an eye out for them and let us know what you…
Hi everyone! I hope that you had a great holiday season and things are going well at your organization as we start the new year! Let me start by again saying how grateful we are for your participation in the Standard Reports EAP in 2024. Your feedback has really helped shape the direction and quality of our development and…
Hi everyone! I know that for many of you the coming weeks are very busy with Thanksgiving and Giving Tuesday just around the corner. We hope that you have a great holiday week and are grateful to be a part of the critical work you are doing! Given that, we will press pause on updates until after Giving Tuesday. Here’s a…
Hi everyone! We have a number of exciting updates to share, including some of your long requested improvements to the report sharing experience as well as adding support for address processing to several reports. In addition, we are excited to announce the release of the Cash Flow Report in Standard Reports! RECENTLY…
Hi everyone! I hope everyone has had a great week. If you haven’t already, please be sure to sign up for the upcoming Product Update Briefing! I’m excited to get to share some of your feedback and the progress we have made together, with your help, as it relates to Standard Reports RECENTLY UPDATED: * New report released:…
When the Annual Statement Report is run in Web View, any anonymous gifts are automatically moved onto a separate statement, which renders this report unusable. Below is an example of this, using test data for reference: Gift Included in Report Anonymous Gift on its own Statement Rest of Roy's Gifts - As Expected on his…
Hi everyone! I apologize as I was unable to provide an update last week. Thanks to everyone who submitted their surveys and chimed in to the Community discussions over the last couple of weeks. We are very close to completing a couple of new reports! Keep reading for other exciting updates… RECENTLY UPDATED: * Increased…
Good morning @Christopher Anderson and team, Today I was using web view to pull a gift detail & summary report for a team member and encountered a situation that I thought is worth noting. The report I ran didn't have any results and the report ran as though it did. In database view if a report returns no info you get a…
It looks like you're new here. Sign in or register to get started.