44
Bulk generate EOY reports for all contacts
planned
Special Needs Respite Inc
What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact.
Add the functionality to select a set of Contacts, execute a bulk action that would generate the EOY giving report for that subset with the ability to download the PDFs in a zip file.
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Tori Meglio
planned
Karl Chambers
I would welcome this feature, as I have over 600 individual donors!
Tori Meglio
under review
J
Julie Crooks
Agreed! I was pretty shocked I have to select each donor individually! That's find throughout the year when sending a one-off statement, but we send statements to every donor every January.
David Lindsay
I expected that some kind of bulk processing would have been included in the End-of-Year Giving Reports. Other donor systems I am familiar with (e.g., Bloomerang & DonorPerfect) have a bulk feature so administrators don't have to do manual reporting for every donor.