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Bulk generate EOY reports for all contacts
complete
Special Needs Respite Inc
What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact.
Add the functionality to select a set of Contacts, execute a bulk action that would generate the EOY giving report for that subset with the ability to download the PDFs in a zip file.
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Jesse Saldana
complete
Hey all, excited to announce that we have released this feature! Thank you all for your input on this. You can read more about the feature here: https://community.givebutter.com/changelog/bulk-end-of-year-contact-reports
Tom Georges
Jesse Saldana: Love this - but...
I now have a zip of about 250 PDF files. Now I want to send an email to all 250. What would be awesome is to have a way to generate a corresponding CSV file that has the donor's Name, Email Address, and PDF filename. Then I can automate the EOY emails via other available tools.
Better yet - how about integrating this with an Engage campaign - an EOY campaign - that uses the built-in "LYBUNT" filter or one that filters based on year - that automatically attaches the EOY PDF file? This would be the best solution.
E
Emily Kemmann
Yes, please! I was startled to realize that there's no option for this, and that I'll have to manually generate a report for every individual donor. That's a LOT of time. Any chance this will be available for EOY reports this coming January 2023?
Jesse Saldana
in progress
Jesse Saldana
Merged in a post:
Distribute end of year giving reports through Engage
Special Needs Respite Inc
What you've done is great, but it's still very manual since I would have to do this process (go to contact, hit Report, choose the format) over 200 times - one time for each contact.
I envision it working like this: Engage > New Message > Email Message > Filter Contacts > Include attachment End Of Year Report > Choose Year > Generate Reports > Next > Compose EOY message to donors > Next > Schedule/Send
Jesse Saldana
open
Tori Meglio
planned
A
Asim Siddique
Tori Meglio: I would love to see this feature added.
Groundworks Ministries
Hear, hear!!
KARL CHAMBERS
I would welcome this feature, as I have over 600 individual donors!
Tori Meglio
under review