Ideas Bank

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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
    October 13, 2021 09:08

    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
    October 12, 2021 17:13

    Pdf report will be helpful while submitting reports to auditors