Creating customized templates for reports
I just had to pull a report for some fund holders who wanted only their grantee organizations, grant dates, and grant amounts. I was able to easily pull the report using filters, but I had to delete a LOT of columns to winnow the spreadsheet down to what they wanted. It would be great if there were an option to create an export template that would include only the required information rather than ALL the columns.
21
votes
Rebecca White Body
shared this idea
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Jessica Renfro
commented
Now when you click Export after running a report, CSuite asks you which columns you'd like to export instead of automatically exporting all of them. It's really helpful!