Transaction Reports to the EMC?

Shana Masterson 2

Hello all,

 

I would like to provide a Boundlesss Fundraising Report to our field staff through their EMC access. It seems there is no way to push a transaction report (where the Boundless Fundraising source coding lives) to the EMC.

 

The information that the field needs is who has donated to which participant through the BF mobile and Facebook applications.

 

I can also get some information from the interaction reports, but those don't have an option to push to the EMC either.

 

Does anyone have any suggestions?

 

Thank you!

Shana 

 

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Shana Masterson

Associate Director, Interactive Fundraising & Engagement

American Diabetes Association

Robyn Mendez

Hi Shana,

 

I don't know the answer here, but will get someone on my team to do some digging.

 

Sincerely, Robyn

Deepa Karani

Hey Shana!  I know when I was working at a client site, we too had BF and EMC but I had to purely rely on running the Transaction Report from Report Writer and query off of Source Code to pull my FB donations.  In addition to BF, I also had the Gigya Social Share functionality turned on so we were generating FB revenue thru both channels.  Unfortunately, I too experienced a gap in the EMC tool where I could not push out the report that included this source code to allow my affiliate staff to pull the report easily.  Thus, our work-around was that an admin from each affiliate would pull the Transaction Report I created in Report Writer that included the respective source code so they could get this info on-demand....AND I also emailed my affiliates a status report on a weekly basis (while attaching the report Charity Dynamics would pull for me on a bi-weekly basis).

 

So, that was my personal experience, but not sure if anything has changed since I came over to Convio/BB few months back, so let me see if there is anything else that could help you.