As an intermediate step, being able to pull Charity Check's organization name into reports would also be helpful (to show those requests that have a fiscal sponsor's EIN number).
We have similar volume. The quickest way I have found to do all charity checks is an assembly line:
- from Dashboard, view all "Submitted" applications
- in the Organization column, right click on the org name and "open link in new tab"
- ignore the new tab for now; go to the next org name and repeat
- and repeat and repeat. I fill my browser with tabs.
- Then I click through the new tabs (all open on the Org Summary page) and click "Run Charity Check" again and again; ignoring results for now.
- Report: i then have a dataset built that pulls in all the Charity Check data fields. I open that, run report and view all results at once in a table.
Lacey Sortman
supported this idea
·
We would love this feature!
As an intermediate step, being able to pull Charity Check's organization name into reports would also be helpful (to show those requests that have a fiscal sponsor's EIN number).
We have similar volume. The quickest way I have found to do all charity checks is an assembly line:
- from Dashboard, view all "Submitted" applications
- in the Organization column, right click on the org name and "open link in new tab"
- ignore the new tab for now; go to the next org name and repeat
- and repeat and repeat. I fill my browser with tabs.
- Then I click through the new tabs (all open on the Org Summary page) and click "Run Charity Check" again and again; ignoring results for now.
- Report: i then have a dataset built that pulls in all the Charity Check data fields. I open that, run report and view all results at once in a table.