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
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  • Meridith Barryhill
    Meridith Barryhill Blackbaud Employee
    Tenth Anniversary Facilitator 1 Photogenic

    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 - eTapestry




  • 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 Canada

    Phone: 604-535-4240 or Toll Free 1-888-592-2238

    www.dalitfreedom.ca 

    Mailing Address: PO Box 45645, Surrey, BC V4A 9N3

    Visit Us/Courier: #203 - 2428 King George Blvd, Surrey, BC V4P
    1H5  




















  • Meridith Barryhill
    Meridith Barryhill Blackbaud Employee
    Tenth Anniversary Facilitator 1 Photogenic

    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 Canada


    Phone: 604-535-4240 or Toll Free 1-888-592-2238

    www.dalitfreedom.ca 


    Mailing Address: PO Box 45645, Surrey, BC V4A 9N3


    Visit 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!



  • 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 Canada

    Phone: 604-535-4240 or Toll
    Free 1-888-592-2238


    www.dalitfreedom.ca 

    Mailing Address: PO Box 45645, Surrey, BC V4A 9N3

    Visit Us/Courier: #203 - 2428 King George Blvd, Surrey, BC V4P
    1H5  


















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