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.
We need to be able to export and/or print volunteer application form questions. Example: we have a Board Member application that our Board President needs to be able to see the multi-page completed form. I have figured out how to export the original volunteer application form questions into Excel, but it is so messy it takes me a long time to clean it up enough for the Board President to be able to make sense of it, and it doesn't include the form questions from the board member app. Thank you for considering this feature!!
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