Ideas Bank

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas. 

Addition of option for PDF transaction report

Our finance/internal audit team requests that we provide a pdf report for any fundraising activity that utilizes third party platforms. Would be great to have an option to export the transaction data into a pdf report when an xls or csv format won't cut it. I realize you can create a pdf from xls or csv, but the teams above want it directly from the platform.

  • Alexandra Blasy
  • Oct 12 2021
  • Future consideration
  • Attach files
  • Admin
    Jamie Parkins commented
    13 Oct, 2021 09:08am

    Thank you for the feedback. I can see how this would add value. Where our reports are typically anything up to 100 columns + of data, would you still expect this to be presented in PDF format?

  • Regina Joseph commented
    12 Oct, 2021 05:13pm

    Pdf report will be helpful while submitting reports to auditors