Altru Ideas

We value your unique insight into our products and services and often receive ideas and feedback from our community in a variety of ways. To streamline this process, we’ve created an idea bank where you can post product suggestions, vote for those most important to you, and add comments to existing ideas.

Automatically generate and email daily/monthly reports

We would like to be able to set up a schedule of reports to be emailed, especially for daily reporting for our finance department, to save time. 

  • Gillian Armstrong
  • Nov 27 2018
Customer references Eric Hermann, Nicole Jabaut, Jason Preston, Gillian Armstrong
  • Attach files
  • Mark Yturralde commented
    5 Feb, 2025 06:08pm

    It's kind of ridiculous that automated reporting, which is pretty basic feature, is still in 2025 not implemented.

    For a platform as expensive as Altru is, seeing a reasonable, baseline feature request that was made SIX YEARS AGO still not be rolled is, well, worthy of an eye roll.


  • Scotty Arnold commented
    16 Jan, 2025 02:44pm

    Spektrix has this as well. In 2025 it seems wasteful to have an employee run monthly reports that could be automated!

  • Stephen Wuycheck commented
    31 Oct, 2023 11:08pm

    Did this ever get rolled out?

  • Jay Morgan commented
    2 Dec, 2022 02:52pm

    This would be a very helpful feature.


    Jay

  • Laura Chaney commented
    14 Sep, 2020 06:12pm

    Yes!! Both Tessitura arts management software and Sales Force allow you to set up and schedule reports. Each month, I would receive a pledge installment due report for invoicing and a fundraising report - this saved soooooooooo much time as I did not need to update the query dates each month and re-run my reports. This seems standard for other CMS managment, not sure why Altru is inflexible on this functionality.

  • Guest commented
    28 Feb, 2020 04:07pm

    It is really frustrating to have to bring the laptop home on the weekends to run reports. Could we please get this functionality added?

  • Lisa Dabney commented
    4 Aug, 2019 09:37pm

    This would be incredible! It is by far the best feature of eTapestry and it would be amazing to add to Altru. I'm surprised that more users are asking for this.

  • Guest commented
    27 Dec, 2018 07:03pm

    A scheduler for reports would be very welcomed at our org. Email and integration with Zapier or IFTTT so we can save to OneDrive, Google Drive, Box, Dropbox, et al.