Add fields to web view validation reports

Adding the fund to a web view validation report would be helpful as this is needed for our business office. Currently we manually write the fund for each constituent.

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  • Oct 15 2024
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  • Becky Klinkenborg commented
    25 Feb 21:30

    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.

    1. As stated above - adding the fund number

    2. The summary breakout that is on the last page of the report out of database.

    3. 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.

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