 Kent
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| Joined: 29 Jan 2008 |
| Total Posts: 3 |
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Donations Report
Posted: 29 Jan 2008 10:03 PM |
We export donation information to Excel to provide summary information for entry to our accounting system. The "Category" and "Designation" fields aren't reflected on the report and don't get exported. Is there any way to customize the fields that are exported?
Thanks for all assistance. |
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Re: Donations Report
Posted: 30 Jan 2008 03:17 PM |
Hi Kent,
You can run reports using the criteria of "category" or "designation", but these 2 things are not included as separate columns in the list that you are exporting to Excel. This would be very difficult, because 1 donor file might have many categories assigned to it, and also with donations, there might be multiple designations marked for 1 donation.
However, with the coming enhancement (on Feb 9th!) we will be enhancing our donor reporting, especially as it relates to "designations." Along with our QuickBooks Integration, you will see many enhancements throughout donor management. Before this enhancement is released we will be releasing a User Guide that will document all the coming changes. We will be posting announcements about this at the top of our home page, as well as on the CenterPiece log-in screen.
Thanks Kent! :)
Sarah |
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