RELATED FEATURE REQUESTS
Include Additional Information in Bloomerang Payout Reporting
What additional information would you like to see as part of your Bloomerang Payments Payout report? Some current ideas are refunds and campaigns.
To clarify -- I would love that in the Payout Details report
The payout report would be perfect for our organization if it also included:
The date of the transaction that is being paid out
The Quickbooks Account of the transaction being paid out
I agree with a comment made in November 2022 - I agree that it would GREAT to be able to delete/format columns. We need the Notes section to be shown on the Payouts Detail Report.
Due to limitations in applying recurring donations to pledge payments, as well as the inability to split recurring payments (we split out the credit card fees paid by donor), recurring transactions need to be deleted and re-entered as pledge payments or donations (as instructed by customer service). When that happens, the payout details 'fall off' transaction reports when using payout date as a filter. The information is still available through Settings>Transactions>Bloomerang Payments Payout; please make that information accessible in Reports too.
Looks like Bloomerang has added the ability to export the payout details (confusingly from the overall payout page, not the detail page) which is an improvement. It still would be nice to have totals on the detail page.
I would like the ability to delete/format columns. For our purposes we don't need the payout ID or transaction number. It would be useful to customize it. Also, I would like the ability to schedule reports like you can with all other reports so it is sent automatically.