Blackbaud Merchant Services

Add "Summary" option to BBMS Transaction reports - now is Detail only.

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).

  • Richard Towne
  • Sep 26 2019
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  • Admin
    Lee Turner commented
    15 Nov, 2019 07:26pm

    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

  • Richard Towne commented
    15 Nov, 2019 05:17pm

    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:

    >

  • Admin
    Lee Turner commented
    15 Nov, 2019 04:47pm

    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