Report to see recent journal entries - not Account Summary Report

The Account Summary Report is great, but it has - dare I say it - too much information. It would be helpful to have a report that can pull all recent journal entries for a Query list of Accounts so we can quickly see when the last time a donor was contacted, when they last gave (and how much), and any recent notes, all in one report.

Current solutions require multiple reports to be pulled and compiled outside of eTapestry.

  • Guest
  • Apr 30 2020
  • Attach files