Add the Excel export button the the Accounts activity page

CHRISTA DRAKE

The Excel export button is in various places throughout NXT but the place it would be most beneficial to me would be when you are in the Account Activity section of an account string. Seems like since it is other place i.e. Vendor Activity, bank accounts, projects, that it would be an easy programming item to add it to the account activity page.

Jeff Trzaska

@CHRISTA DRAKE There are a lot of instances in FE NXT that look like they are half done. This is one of them. Not all functions are available in all instances, when they should be. Another is income statement reports. There is no option to include criteria at the bottom of the report when exporting from Webview. You can do it in Database View. You can do it on balance sheet reports in Webview. Just not income statement reports in Webview. It seems like not everyone was on the same page and QA did not follow procedures. But that what it looks like from a user perspective. I don't know what their procedures really are.

CHRISTA DRAKE

@Jeff Trzaska
The only thing I can hope for is with their email on 2/14/2023 they stated that they were going to be moving database features to webview and so maybe this will be one of the features updated. However when we purchased FE in 2019 we were sold on the fact that they were just about to put the update in place that would allow for auto sync with Altru. Here it is March of 2023 and I am still manually pulling the GL process report from Altru (BB's product), tweaking it and manually importing it into FE. Promises, promises….

Holly Lord

@CHRISTA DRAKE I just saw that this is in the “planned" section of the ideas page! Maybe more votes for it will bump it up.

CHRISTA DRAKE

@Holly Lord
Yes!! So how do we get votes. On this feed I don't see where folks can vote. Maybe I put this comment in the wrong area?

Sylvia Cook

@Holly Lord Can you post the link to the idea or give the idea number so people can vote on it.

Mark Eisinger

@Sylvia Cook Search for Excel, then find Accounts - download GL activity directly from this screen:

Holly Lord

@CHRISTA DRAKE You have to post in the “Ideas” area

Sylvia Cook

@Mark Eisinger The idea number is 1355 in 'Ideas'.

CHRISTA DRAKE

@Holly Lord
Thank you Holly. I did find it yesterday but ironically my SSO Altru/BB log on does not let me log on and vote. Yet another fun issue with BB.

Lauren Henderson

@CHRISTA DRAKE
Apparently my SSO stopped working for the Ideas bank as well.

CHRISTA DRAKE

@Lauren Henderson

Hey, @Blackbaud Access @Blackbaud Developer @BlackBaud Admin @Service Blackbaud

Anyone want to give us a hint how to get into Blackbaud Ideas to vote?

Paul Wu

@CHRISTA DRAKE

I was able to access and voted for the idea.

It was originally suggested in March 24, 2021 and now has 71 votes.

CHRISTA DRAKE

@Paul Wu
Thank you Paul.