Weekly Update (February 7, 2025): Feedback Topics and EAP Update

Christopher Anderson 3

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 think!

A note on Comparisons and Summaries

On the Comparisons and Summaries Report, we have sought to include the most used fields, but in an effort to prioritize those, the Standard Report version of Comparisons and Summaries does not support every field previously available in database view. So please let us know if there is something critical to your organization that is missing.

Expired report schedules improvements

Per your feedback, we have made some updates to the Scheduled tab to more clearly communicate if a report schedule has expired. You will see a checkbox in the upper right to “Include expired report schedules” as well as an info graphic calling out if a particular report instance schedule has expired.

Feedback and surveys

If you have not gotten a chance to fill out the January survey, please do so and let us know what reports are most critical for us to work on next!

Here is a general survey you can use to provide additional feedback this month.

Thanks!

Irene Hui

@Christopher Anderson I'm looking forward to trying out the new reports. Thanks!