Weekly Update (January 17, 2025): Feedback Topics and EAP Update

Christopher Anderson 3

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 we are grateful to partner with you!

When we began this EAP journey, we started with two reports. As of today, we are up to 10 Reports now available in Standard Reports!

1. Action Detail Report
2. Donor Category Report
3. Appeal Performance Analysis Report
4. Annual Statement Report
5. Gift Detail and Summary Report
6. Cash Flow Report
7. Pledge Status Report
8. Written-Off Report
9. Honor/Memorial Contributors List
10. Honor/Memorial Gift Report

The team is hard at work on some additional reports and enhancements, here are a few highlights since our last update.

RECENTLY UPDATED:

• New Report: Written-Off Report
• Improvements to output query options
• Fixes to Cash Flow Report
• Various bug fixes

IN PROGRESS:

• Filtering based on expired report schedules
• Microsoft Power Connector for Standard Reports
• Next up reports:
  • Comparisons and Summaries
  • Stock Gain/Loss Report
  • New Donors Report
    

HOMEWORK FOR THIS COMING WEEK:

Please take a moment and fill out our new feedback survey, we need your input on some next steps as we prepare for making Standard Reports more broadly available and in knowing what reports are critical to work on next! Here is a link to the survey

Hallie Guiseppe 1

@Christopher Anderson
This week, I worked with the Annual Giving Statement report and have the following feedback:

First, I want to say how much I appreciate the updates you’ve made—especially the ability to choose whether to create the query on the run popup tile. And a huge ?THANK YOU? for giving us the option to name the query!

The performance is fantastic—584 reports generated in just 1 minute and 24 seconds.

I do have a few suggestions and observations:

Option to exclude the short date:
It would be great to have the ability to exclude the short date from the report. Since we send these reports directly to donors with a dated cover letter, the run date at the top left of the page isn’t necessary. (See image 1 for reference.)

Anonymous donor notation inconsistency:
Some reports with anonymous donors didn’t include the asterisk notation to indicate anonymity, while other reports without anonymous donors did have the notation. This seems inconsistent. Images 2 and 3 provide examples of this issue.

Alignment issue when printing:
While the .pdf version looks great, there’s a printing alignment issue where the top of the “A” and “U” in "Alvernia University" and the short date gets cut off. (See image 4.)

Thank you for your hard work and attention to detail—it’s clear that these updates are a huge step forward.

Image 1

Image 2

Image 3

Image 4

Christopher Anderson 3

@Hallie Guiseppe Thanks for the kind words! So glad to hear our continued development and improvements are making an impact! Thank you for all of your help in identifying issues and voicing opportunities for improvement.

Let us look into the screenshots and scenarios you provided and see what we can do!