RELATED FEATURE REQUESTS
Export reports in different formats (.xlsx, .csv, .pdf, etc.)
There are various formats in which I need to export my reports, and it's a time-consuming process to export in one format and convert it to another.
It is crazy to have to export a report to excel in order to create a printable copy. Just export a PDF file in the first place.
Yes, please do this! Our old software had this ability, and we had far more control over thanking our donors. This year, I had to convert all of our year-end statements to Word from a PDF and spent two days fixing all the formatting issues that came with it just to make them all look right and/or fix little errors. This would be a game changer!!!
Yes, please, more canned reports. Also, a donor profile report in PDF form