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.
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.
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.
Did this ever get rolled out?
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This would be a very helpful feature.
Jay
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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.
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It is really frustrating to have to bring the laptop home on the weekends to run reports. Could we please get this functionality added?
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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.
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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.
Attachments Open full size