Automatic Lybunt/Sybunt reports

Jolynn Uyehara
Jolynn Uyehara
Fifth Anniversary Kudos 2 Name Dropper Participant
in Blackbaud Raiser's Edge NXT®: General Discussions
Is there a lybunt and sybunt report that can generate weekly or monthly and be sent via email? I recall setting up fund reports that come into my email weekly but I don't know if this works for the Lybunt/Sybunt reports. Any suggestions would be greatly appreciated!
Tagged:

Comments

  • Karen Diener
    Karen Diener
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Jolynn Uyehara
    This would be possible in database view if you have purchased the Queue module and are able to get it working consistently.

    In webview, under Reporting, there are some standard dashboards for Acquisition, Retention and Recapture. You can set some filters at the top and save that view, which can be emailed daily, weekly or monthly. You cannot adjust any of the panels on that dashboard, or manage a distribution list for the email. It might still work for your needs.

    Karen

  • Jolynn Uyehara
    Jolynn Uyehara
    Fifth Anniversary Kudos 2 Name Dropper Participant

    @Karen Diener thank you. I will take a look at that.

Categories