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
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    • Mark Yturralde commented
      05 Feb 18:08

      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 14:44

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

    • Stephen Wuycheck commented
      October 31, 2023 23:08

      Did this ever get rolled out?

    • Jay Morgan commented
      December 02, 2022 14:52

      This would be a very helpful feature.


      Jay

    • Laura Chaney commented
      September 14, 2020 18:12

      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
      February 28, 2020 16:07

      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
      August 04, 2019 21:37

      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
      December 27, 2018 19:03

      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.