Bulk generate EOY reports for all contacts
complete
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.
Log In
Jesse Saldana
complete
Hey all, excited to announce that we have released this feature! Thank you all for your input on this. You can read more about the feature here: https://community.givebutter.com/changelog/bulk-end-of-year-contact-reports
Tom Georges
Jesse Saldana: Love this - but...
I now have a zip of about 250 PDF files. Now I want to send an email to all 250. What would be awesome is to have a way to generate a corresponding CSV file that has the donor's Name, Email Address, and PDF filename. Then I can automate the EOY emails via other available tools.
Better yet - how about integrating this with an Engage campaign - an EOY campaign - that uses the built-in "LYBUNT" filter or one that filters based on year - that automatically attaches the EOY PDF file? This would be the best solution.
E
Emily Kemmann
Yes, please! I was startled to realize that there's no option for this, and that I'll have to manually generate a report for every individual donor. That's a LOT of time. Any chance this will be available for EOY reports this coming January 2023?
Jesse Saldana
in progress
Jesse Saldana
Merged in a post:
Distribute end of year giving reports through Engage
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.
I envision it working like this: Engage > New Message > Email Message > Filter Contacts > Include attachment End Of Year Report > Choose Year > Generate Reports > Next > Compose EOY message to donors > Next > Schedule/Send
Jesse Saldana
open
Tori Meglio
planned
A
Asim Siddique
Tori Meglio: I would love to see this feature added.
Groundworks Ministries
Hear, hear!!
Karl Chambers
I would welcome this feature, as I have over 600 individual donors!
Tori Meglio
under review