Customized Reports
I would like to have the ability to customize reports to be imported into donor management software which would also include custom fields to insure proper posting. I love the pre-formed reports for quick and easy reporting, but I have to manually add custom fields before submitting to Accounting and they have to manually post each transaction into the donor management software each week. A customized report could be imported directly and save time and money.
3
votes
Jan Ross
shared this idea
This is already available for Pro plans working with the REACH Support Team.