Export Reports with Filters in the Donor Portal
It would be great if there was a way that reports exported through the donor portal could include applied filters. For example, I tried it in the donations tab and I can apply the filter but it doesn't show up when I download a report. Thank you!
L
shared this idea
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Sarah Paone
commented
YES!! We have had several fund advisors call in complaining that when they apply a filtered date range on their donation history or grant history, the filtered ranged applies on the portal but does not stay when they export the information. When the information is exported, the filtered date range is gone and it shows ALL donation/grant history, not just the specific time frame they had entered. Would be nice if only the selected date range that appears on their screen in the portal could also be the only information that is exported.