Daily Gift Report
Each Day our team sends out a daily report of gifts received, it would be nice if that was an option in the Analyze section.
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Beth Martz
- Jun 9 2016
- Already exists
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Mar 23, 2018
Admin response
Not an offline access answer, however you can do this with all the web based features, so posting to ensure people are aware of what they can do.
- You can create a gift list filtered for gift date of "Yesterday"
- Save it and mark it as other's can view.
- You can then share the list using the share feature.
- Users will simply need to click the link when they come in and it will take them directly to the gifts that came in yesterday.
- You can add a calendar reminder for the morning and add the link so folks remember to view it (or you can just email the link).
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Related ideas
Thank you for sharing! Just the report I need.
Hello,
I tried to set up this process, but realized that under gift type filters - Pay-Cash was not available so it excluded a few gifts. Suggestions?
I had to setup an automated process for some of these type reports (info sharing, data integrity, error checking, etc.)
We notify our branches of some gifts so they can acknowledge the gift or let our corporate headquarters know. I would love to filter and report and automate emails within NXT
We do this weekly. However, I was instructed to remove one gift received this week when I send the Gift Alert on Friday...so it would be awesome to have NXT prepare a text list or table list, put it in a window, allow me to manually edit if needed, and then I can click send and it'll go to those email addresses specified.