Can you create/schedule in Report Writer (TeamRaiser) a report by or with company information?

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Katy Bennett
Katy Bennett ✭
Ancient Membership
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

I am trying to pull a report with company information for a specific Team Raiser event, but I can't find anything. I know you can pull a report classic, but I want to add some information and then schedule it to send weekly. Does anyone know how to do this?

 

Cheers,

Katy

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  • Deepa Karani
    Deepa Karani ✭
    Ancient Membership Photogenic First Reply

    Hey Katy!  You should be able to schedule a recurring report that you can customize within Report Writer.  Did you already preview the library of Available Reports available under the TeamRaiser Report Type as there are some default 'Company' reports you can select and then add/remove columns as you see fit.  There is also a Preview mode to see a sample view of these available reports.  Once you've modified the columns, you should be able to save this report and then program it to run at the desired interval.  Now, I do believe that there are certain fields that may only appear with certain reports so if you are running into an issue where you are looking to add a Company field that you don't see as an option, let us know, so we can explore.

     

    Thanks.

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