company coordinators in teamraiser

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Claire Holloway Wadhwani
Claire Holloway Wadhwani ✭
Ancient Membership Photogenic First Reply
in Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions

Is it possible to grant permission to Company Coordinators to pull a report of all participants registered through their company?

 

I see there is a tab for reports in the Company Coordinator Centre but I can't see how to add reports...

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  • Jon Reich
    Jon Reich ✭
    Ancient Membership Facilitator 2 Name Dropper Photogenic

    Hi Claire, 

     

    You have to first create a custom report via Report Writer.. and assign it to filter on that specific TeamRaiser event. Then once you save it.. you'll see a "Publish to Company Coordinator" link. Click that and then the report will show in the company coord center... but will only produce results (participants/teams) for that specific Company. 

     

    Thanks, 

     

    Jon

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