Formatting Annual Statements

It would be wonderful to be able to format our annual statements, under Reports > Financial Reports > Annual Statement Report > Annual Statements, so that the constituent shows on the top of the page but the financial information shows further down on the page so that it's more private and won't show on the front part when the statement is accordion folded.

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Comments

  • @Kristi Parish Hi! Thanks for sharing your feature idea in the forums. Can you also post in the Altru ideas bank? That's where the product team manages ideas from customers. You'll need a separate log in from your BBID and you can log in on the left hand side of the page under the statuses. Thanks!