There are times when we need summary data for institutional reporting or external audit. BBMS transaction reporting only provides Detail Report. When I run a report for a whole fiscal year, the report is three miles long (thankfully).
Guest
Got it, thanks for the follow-up Richard. I don't have a timeline right now for when we could address that report specifically but we are currently exploring options for improving the BBMS Web Portal and reporting at large. So this is very valuable feedback that will help inform those conversations. Thanks again!
- Lee
Hello Lee,
For our purposes, the same headers as existing transaction reports with
only one row that summarizes the entire period is just perfect. We need
this summary date about once a year for our auditors. Thanks.
Richard
On Fri, Nov 15, 2019 at 9:48 AM Blackbaud Merchant Services <
177acd0892c6b538bb28c793-blackbaud@iad-prod1.mailer.aha.io> wrote:
>
Hi Richard,
Thanks for your suggestion! What data would you like to see summarized on such a report? Would you expect the same headers as existing transaction reports with only one row that summarizes the entire period? Or is there a different way you envision it?
Regards,
Lee
Senior Product Manager, Payment Services