Week 20 (October 28 - November 1) Feedback Topics and EAP Update

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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 the time reports show on the Recently Run tab from 7 days to 14 days
  • Fixed an issue with XML characters in an Action Detail Report causing the report to error
  • Various other bug fixes and performance improvements

IN PROGRESS:

  • Fixing runtime issues with the Pledge Status Report
  • Support for Anonymous settings
  • Microsoft Power Connector for Standard Reports

NEXT UP REPORTS:

  • Honor/Memorial Gift Report
  • Honor/Memorial Contributors List Report
  • Cash Flow Report

(NOTE: Give us feedback in this week’s survey as to what gift reports you would like to see next!)

HOMEWORK FOR THIS COMING WEEK:

Here is a link to this week’s survey: Week 20 Survey

Thanks for your continued feedback! Have a great week!

Comments

  • @Christopher Anderson
    I'm happy to report the scheduled and shared report I created on 10/7/24 to run on the first of each month, appears to have run and shared properly. (I will be able to confirm share on Monday, my colleague is OOO today.)

    edd9109cc9e49e31f70d75fcde4d2de3-huge-im
    success!

    I have a couple of suggestions that I believe would add value to standard reports.

    1. Add a column showing who the report is shared with in the Scheduled tab or who the report was shared with in the Recently Run tab (or both)
    2. Add a column in the Scheduled tab showing the last run date and time.

  • Austen Brown
    Austen Brown ✭✭✭✭✭
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    Agree with @Hallie Guiseppe's suggestions. We need an visible cue who the reports are shared with.

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