Prevent new funds from being added to existing NXT Reports.

If I build a report in Report Builder where I want to show how much we have raised for Library Acquisitions, I will select the funds that pertain to those donations. However, if in a few weeks, we create a new fund in Raiser's Edge for Event Underwriting...that fund will automatically be added to the report for Library Acquisitions. That report will be incorrect unless I go back into Report Builder and deselect the fund for Event Underwriting. This bad functionality makes automated reporting obsolete because I will need to go into each report, when needed, to make sure the correct funds are selected. 

 

Blackbaud should change this functionality so that new funds are not automatically added to the selected funds in an existing report.

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  • Sep 27 2019
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