Create customizable validation / commitment reports for webview batches
Currently, batches that are approved in the webview appear in the database view, which is where a validation report for the webview batch can be created. However, the fields that automatically appear in this view of the batch do not include all of the information that we need for our validation reports and there is no way to change these fields. It would be great to be able to set the default fields for webview batches in the database view, or be able to create validation reports directly from the webview.
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Guest
- Oct 16 2020
- Reviewed: Voting Open
Related ideas
Adding to this: it is important for us that a fund # column and balance section are able to be added to the validation report for pulling gifts into FE from RE. These are columns/sections that are currently on the report in database.
As stated above - adding the fund number
The summary breakout that is on the last page of the report out of database.
We noticed that the report in NXT does not keep all line items for a constituent together all for the same post date. The report in database view keeps them together and then sorts by post date.
We need this as well. It is very frustrating that we cannot change the fields in the validation reports.