Date Range for Donation and Grants Tab - New Portal
The users should be able to identify the date range that they want to see the Grant History or Donation History for, and to be able to export the results of that date range. We have users who only want the past year or past quarter results to download and right now they are not able to self-serve this way. We have to provide a specific report to them. The new portal should allow users to identify date ranges for the information they need.
Jennifer Windram
shared this idea
-
Tom Keyser
commented
The donor portal under the Donations tab allows users to down load as a CSV file donations received in the fund. The entire history, though, is what is available for download.
It would be very helpful for our project managers who use the portal to have the option of selecting a date range for this download to eliminate the need for dealing with the entire universe of donations. This would be very useful for several of our projects which have a high volume of credit card donations.
Thank you
Tom Keyser
Capstone Legacy Fdn
tkeyser@capstonelegacy.org
610-203-0694