Pre-Posting reports in Web View,

Lisa Komp
Lisa Komp
Kudos 1 Facilitator 1 First Anniversary
in Discussions

Our organization submits pre-posting reports to our finance department throughout the month for review and correction before posting to GL. Will the option to run pre-posting reports be added to web view, as it is in database view? Please!?! It's a tremendously helpful tool for catching potential errors. If not, what's the workaround?

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Answers

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 AI Practitioner 2026 Spring PUB Altru

    Hi @Lisa Komp I am checking with my team on this!

  • Lisa Komp
    Lisa Komp
    Kudos 1 Facilitator 1 First Anniversary

    Thank you Crystal!

  • Anthony Gallo
    Anthony Gallo Blackbaud Employee
    Tenth Anniversary Kudos 5 Commented in Discussion First Reply
    https://community.blackbaud.com/discussion/84997/pre-posting-reports-in-web-view

    The reports in database view were combined into one report where we show the full details of the post including the exceptions. This report can be run before or after posting as needed as many times as you want.

  • Lisa Komp
    Lisa Komp
    Kudos 1 Facilitator 1 First Anniversary

    Will you expand on that please, Anthony? Where do I find that report in NXT?

    Perhaps I'm looking in the wrong place. I'm only seeing options to "Generate Post" or "Unpost Gifts".

    It's good to know the report can be run before or after posting as needed as many times as you want

  • Crystal Bruce
    Crystal Bruce admin
    Tenth Anniversary Kudos 5 AI Practitioner 2026 Spring PUB Altru

    Just tagging @Anthony Gallo so he sees this reply. Thanks!

  • Lisa Komp
    Lisa Komp
    Kudos 1 Facilitator 1 First Anniversary

    Anthony, please expand on your comment (below). How do I run the report in NXT before posting?

    image.png
  • Elizabeth Schultz
    Elizabeth Schultz
    Second Anniversary Facilitator 1 June 2023 Monthly Challenge

    Hi Lisa,

    I see you never received a reply to this question. Did you receive an answer from another source?

    I was looking for an answer for us as well on the subject, as we pre-post all batches and don't fully post because Finance uses a different CRM. This makes it easier to re-allocate a gift if I don't have to unpost.

  • Lisa Komp
    Lisa Komp
    Kudos 1 Facilitator 1 First Anniversary

    The answer shown is the only one I received. I understanding that the ability to unpost gifts will be helpful, but as I've been testing this new system, I'm finding it more complicated and time consuming to go through the new unposting process than it was to pre-post, review/change/correct, then post. The ideal would be to have all the options — pre-posting, posting, unposting.

    In addition, the new posting report format isn't giving me all I'd like. I'm NEEDING A REPORT THAT CAN BE SORTED BY BATCH NUMBER the way the old reports did. It would make things far more efficient for me.

    If anyone knows something that I'm overlooking, I'd be grateful for any advice you can offer.

    Thanks for asking, Elizabeth!

    Lisa

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