Reporting change feedback

Ashley Snow
Ashley Snow
Second Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud CRM Developer Discussions

I noticed how Blackbaud updated the reporting. Now when you run a report you can only save and generate, export as PDF, export to excel, or export to word. Then when you generate the report, you can't tell if it's generating in the background or not until you receive a notification that it's available to download.

Sometimes I have to run a report many times over and over - I don't want to save it each time, but it's also very cumbersome to have to download a PDF every.single.time I run it.

I also don't like how you can't see if the report is running anymore. With the number of tasks I'm working on I often forget if I clicked generate on a report or not. If I'm running a balance sheet that takes 20 minutes to run, I like to see the progress. Now I just have to hope it pops up after 20 minutes. I am worried that this will result in clicking generate more than once and having the process take longer because it's trying to generate multiple of the same reports at once.

Please bring back the report status lower right-hand corner screen!

Also please bring back being able to just run generate your report and see it without having to download or save it every time. I do like how I have the option to export it straight to PDF or excel, but I don't always need to do that.

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Answers

  • Mary Ryberg
    Mary Ryberg
    First Anniversary Kudos 1 Name Dropper Participant

    THe time on getting reports with this change is HORRIBLE. There is not place to look to see if it completed and they take FOREVER versus the old way. THIS IS NOT AN IMPROVMENT. If you need to run a report in the back duplciate your screen and run reports on one - this is not efficient and it wastes too much of time time.

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