Blackbaud Merchant Services

Add date range to Disbursement Reports in BBMS new BB ID log in

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
  • Mar 8 2022
  • Planned
  • Attach files
  • Guest commented
    11 May, 2022 01:40pm

    Yes, please bring back the export of PDFs and fdate ranges!

  • Kaitlyn Downs commented
    5 May, 2022 06:15pm

    Hi- we plan to rebuild the Daily Transaction report PDF functionality. Thank you all for your feedback.

  • Guest commented
    9 Mar, 2022 04:02pm

    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.

  • Marcee Northey commented
    8 Mar, 2022 09:20pm

    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!