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. 

More user friendly reports

When generating a payment report with maybe one/two donations there needs to be a more user freindly report, i end up printing 5 or 6 pages with one line on each page. Where there is a larger amount of data the report works much better

  • Guest
  • Aug 6 2018
  • Already exists
  • Attach files
  • Admin
    Jamie Parkins commented
    06 Aug 09:31

    Hi Paul and thanks for the feedback.

    Were you aware that you can customise your reports to return just the columns of data that you as an individual wish. If there are too many columns then you can select just the ones you want, as well as being able to RENAME them and REORDER them.

    You can then save these as a custom report template to return to time and time again for quick and easy downloading.

    To enjoy this feature simply log into the charity account, select the appropriate report type and click on the Add or Remove columns button (see image). This will bring up a feature that allows you to manipulate the columns. 


    Regards

    Jamie