Auto generated etapestry Report email for New Accounts Created each week
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HI,
My name is Brenda
I work in Data Entry at the Dalit Freedom Network and I am used to receiving weekly, each Friday, an auto generated email
from eTapestry that has "New Accounts Created".
Could you tell me how to get this going again as I haven't received one for awhile.
Thanks so much
Brenda
My name is Brenda
I work in Data Entry at the Dalit Freedom Network and I am used to receiving weekly, each Friday, an auto generated email
from eTapestry that has "New Accounts Created".
Could you tell me how to get this going again as I haven't received one for awhile.
Thanks so much
Brenda
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Brenda Schneider:
HI,
My name is Brenda
I work in Data Entry at the Dalit Freedom Network and I am used to receiving weekly, each Friday, an auto generated email
from eTapestry that has "New Accounts Created".
Could you tell me how to get this going again as I haven't received one for awhile.
Thanks so much
Brenda
Hi Brenda,
If you're the one that set up the scheduled report, you should see it if you go to Home then click (see all) next to Scheduled Items. Scheduled reports expire after a year, so you may have to update the Valid From dates or ensure that the "Disabled" box isn't checked. If you did not originally set up this report, choose Show Items from My Organization at the top of the page to see a full list. Let me know if you find the report you're looking for!
Meridith Bowlby
Product Support Lead - eTapestry0 -
I so appreceate you getting back to me Meredith, thank
you.
I didn't set it up origianally, so I clicked on "Management" then
on "My Organization" and it takes me straight to the persona
page for our organization.
Somehow, my eyes aren't seeing any field that says, "Show
Items".
What do you think?
Thanks,Brenda Schneider
Donor Accounts
Dalit Freedom Network CanadaPhone: 604-535-4240 or Toll Free 1-888-592-2238
www.dalitfreedom.caMailing Address: PO Box 45645, Surrey, BC V4A 9N3Visit Us/Courier: #203 - 2428 King George Blvd, Surrey, BC V4P
1H50 -
Brenda Schneider:
I so appreceate you getting back to me Meredith, thank you.
I didn't set it up origianally, so I clicked on "Management" then on "My Organization" and it takes me straight to the persona page for our organization.
Somehow, my eyes aren't seeing any field that says, "Show Items".
What do you think?
Thanks,Brenda Schneider
Donor Accounts
Dalit Freedom Network CanadaPhone: 604-535-4240 or Toll Free 1-888-592-2238
www.dalitfreedom.caMailing Address: PO Box 45645, Surrey, BC V4A 9N3Visit Us/Courier: #203 - 2428 King George Blvd, Surrey, BC V4P 1H5
Hi Brenda,
The scheduled reports are actually under the "Home" section. If you're not the one that set it up originally then you'll want to choose the option to view items from your organization so that you can see the full list. I found this Knowledgebase article which shows the full steps: https://kb.blackbaud.com/articles/Article/62977
I hope this helps!0 -
Thanks again Meredith,
I have been away for a few days.
I so appreciate this help. I will have a look at it and see
how it goes.
Thanks,Brenda Schneider
Donor Accounts
Dalit Freedom Network CanadaPhone: 604-535-4240 or Toll
Free 1-888-592-2238
www.dalitfreedom.caMailing Address: PO Box 45645, Surrey, BC V4A 9N3Visit Us/Courier: #203 - 2428 King George Blvd, Surrey, BC V4P
1H50
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