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1061 results found

  1. Creating customized templates for reports

    I would love the ability to create a customized word template based on criteria from specific reports, where the data from that report would merge directly into the template. For example, I want a directory of all our Board Members, with work information and primary contact information. I created a custom report using Profile Org Role, but now I will need to export that information to merge into a word doc template. I would love to be able to do that merge within the system.

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    Proposed Idea  ·  0 comments  ·  Templates (excludes Fund Statements)  ·  Admin →
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