Portal: Update My Donations Export
Prior to the new portal launch, fund advisors could export data from the "My Donations" tab, including advisor details for gifts. However, the advisor field was removed from the export, requiring fund advisors to manually click into each donation to access the full data or a staff member sending a custom report monthly.
To improve efficiency and streamline the process, I propose adding the advisor information back to the export. This update would reduce manual effort, enhance data accessibility, and align with previous functionality.
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Stephanie Martin
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- (02-15-2025) Portal-Portal Options-Portal Settings-Donor: Added new settings for the Donor page in the portal to display household and/or advised donations. With the Show Household Donations, a donor can view their individual donations and the household's donations. They will not be able to see any other household member's individual's donations. With the Show Show Advised Donations, a donor can view their individual advised donations.
- Portal-Donors: Added Household and Advised columns to the donation listing. This will allow donors to see if a donation is an advised donation or a household donation if the setting is enabled in Portal Settings-Donor: Show Household and Show Advised Donations. These columns were also added to the export.