We need the ability to add a date range and subtotal by Account/transaction date to the Disbursement Reports. This is used for each batch that is processed, and sometimes is run multiple times per day.
The new Transactions report process only gives an excel sheet, and must be manipulated EVERY TIME I have to run a report.
This is a waste of time!!!!!!!!!
Please put the reporting process back the way it was.
Or, at least give the option to save lists in BBMS. Though this would still be unprofessional when sharing our information with Accounting.
Thank you!!
Candy Reichert
Yes, please bring back the export of PDFs and fdate ranges!
Hi- we plan to rebuild the Daily Transaction report PDF functionality. Thank you all for your feedback.
It threw us off as well. Though, honestly, generating reports through the transactions tab gets us most of what I need at least. However, I wish they would export as anything other than a CSV. I would feel more comfortable with a PDF, as there is less room for human error.
Completely agree. The functionality is worse than BBMS Classic. Why would Blackbaud take away Daily Transactions under Reports? Was it really hurting anyone? Restore Daily Transactions!