Easy Report Builder

All right, let’s go ahead and get started. So today’s webinar, part of our reporting series is the Easy Report Builder webinar. So it’s going to be all about, you probably guessed it, the easy report building tool, although hopefully you’ll find easy reports so easy to Read More

All right, let’s go ahead and get started. So today’s webinar, part of our reporting series is the Easy Report Builder webinar. So it’s going to be all about, you probably guessed it, the easy report building tool, although hopefully you’ll find easy reports so easy to build that you wouldn’t even really need to attend this webinar, but you’re already here, so please don’t leave, because I would be very lonely if I didn’t have anybody to talk to. If you’ve been with me this week, you already know that my name is Sean McClellan, aka Mac and that I will be your trainer today. But if this is your first webinar of the week, welcome. Before we get started. We do use Zoom for our webinars now. So a few things have changed. If you are a returning webinar attendee over the past couple of months or years, we have chat, and we also have Q and A if you have any comments, or if you want to answer questions that I might ask during the presentation, you can put that in the chat. If you have like an official question, I’ll recommend putting that in the questions and answer, as I will be monitoring that one a little bit more closely, and I will be able to answer those either through speaking or I can type the answer to you. If you haven’t already, check out the resources option. It’ll be at the right hand side. Pardon me get some hiccups the right hand side of your webinar toolbar where you can download the PDF.

All right, so what are we going to get into today? Well, we already talked about it a little bit, but the easy Report Builder, so one of the things will be, why build an easy report, there are dozens. In fact, I think yesterday we we counted them out. It’s like 50 pre made reports. Like that’s four dozen. And change with all those pre made reports, and why even build a custom report? Well, in some cases, there’s just a few things that you might want to see different in one of our existing reports that you can’t make a change to. So we have easy reports, or if you want to schedule things out, email directly, all kinds of reasons. We’ll also talk about tips for successful report creation, getting the most out of the easy Report Builder. And we’ll also talk about the various filter and output options that are available to you. So again, why create an easy report? It provides easy access to your important data in a way you want to see it, which can save you time and build confidence in your data more specific reasons. You might have some user defined fields, such as, you know, a custom in general ledger total field, or you might have, you know, a custom primary flag field that you want to include. Or maybe there’s just a specific existing field that you don’t see in a report, like the solicitor field. Easy reports can also calculate subtotals and grand totals on a field of your choice, such as fair market value. You know, FMB is not a field that shows up in a lot of the pre made reports. So. You can also easily include soft credits notifications or PLEDGE DETAILS in a gift focused, easy report. If you’re going bare bones and you just want to see the big picture, you can make a summary report that’s just going to give you counts and totals. It’s going to leave out the individual donations do. And it lets you report on those in kind donations. It lets you build other information reports for things like volunteers. Also lets you build out contact reports. You know, if you’re an organization that has a lot of grants and you want to keep track of your grants and their current progress, an easy report can do that.
So what are some of the benefits of easy reports versus existing canned reports? You can link them to your dashboard for faster access. You know, you can mark them as a favorite report in the Report Center. You can save or save as so if you have an easy report that’s already got most of what you need, you know you can make a copy of that and make a couple of changes so we don’t have to rebuild it from scratch every time. You can export it as an XLS, RTF, CSV or PDF file. You can also send a report to a recipient, and that doesn’t even have to be another DonorPerfect user. All you need is an email address and you can send it out. And the big one for a lot of people is you can schedule their reports. Now, that may depend on your DonorPerfect package, but most DonorPerfect organizations do have access to a number of scheduled reports. So if we go into the Report Center on the dashboard, when you’re under the My Dashboard tool, you can add or delete reports directly to your report widget, and you can use, among other types of reports, easy reports. So for example, if I want to pull the constituent listing, and you can apply a selection filter to it.

You can include Nomad you can include soft credits. 
now, no, it’s done loading. If I click on this and again, that’s the Report Center the dashboard, well, I click on it, it just runs the report for me. Right away.

Then I can see the information that’s in my constituent listing report, and we’ll go through how to build an easy report in this presentation. Right now I’m just kind of highlighting some of the areas that you can access in the Report Center, all of your easy reports can be found in the easy report folder. Now, depending on how many people you have on your team, you might have a lot of different reports. For example, we’ve got 39 some of them are really well set up and named and Grant Manager. Report has a description in kind gifts. Report has one, you know, we can tell pretty easily what these reports are doing. Other reports not so much. You know, we have one called name. So that’s something that you’re probably going to run into in your own database, and we’ll talk about some of those best practices, but you know the ones that matter to you? Mark them as favorites. Click on the little gray star. It turns gold. It’ll show up in your My favorite folder, and it’ll also float to the top of your respective. Easy reports folder, so whenever you sign in the easy reports you care about show up at the top. You can also copy an existing easy report. You can set up a schedule for an easy report, and if there’s a report you just don’t need anymore. Yeah, I’m going to go out on a limb here. I don’t think anybody’s using the one called name, we can even delete it.
So let’s talk about a few things that you can do to get the most out of your easy reports. The first one is, it’s a drag and drop tool so you don’t have to worry about arranging things and using some sort of archaic system. You don’t have to try to manually add them to an area. You don’t have to try to do any sort of coding, you just search for the field you want. You’ll drag and drop it to the location you want, and you can continue to arrange and rearrange your fields as you’re working through everything. The builder itself, like I said, You really just have to search for the field you want. You can either type in the name, or you can scroll through a list, and then you’re just picking the fields that you need. Now, at the very beginning of the the easy report building experience, you will have to pick which screen you want the data to come from. You can pull information from the main screen, and then you can also pull information from gift, contact, other or address. In addition to me, you can choose to display the code or the description. So, for example, a field like state, you probably don’t need to spell out California or Pennsylvania or Colorado, you can just have a display CA, PA or Co. Same thing for your general ledgers, especially if your ledgers are based off of income accounts and QuickBooks. Your accounting team probably doesn’t need to see unrestricted they can be happy with just 4000 but if it’s a report that you’re sharing, maybe with board members who don’t know your codes or volunteers or solicitors who are going to be calling people, you can pull the description, so that way things are easier for people to read. You can also include tribute information. We do have a few tribute reports pre built, but not everybody likes the way they’re laid out. So you can build a custom tribute report, and you can also provide create groups, and then with those groups, you can then have subtotals, whether that’s a count or a summary or an average.
Now, what do I mean by the grouping? So here’s a report without any sort of grouping. We’ve got the donor ID, the name, the date. We can see we have 13 donations totaling just under $6,000 it’s not bad. That’s certainly useful information. But if you create a group, we can see the general ledger of all of these donations, we can see how many gifts were made to the grow our garden ledger the total of those donations. We can see all of the donations made to just our in kind ledger. We know we can see how much money was raised there. And at the bottom, we also have our grand totals. So we’re getting both the individualized donations, those grouped subtotals, and we’re getting an overall grand total. So let’s jump in. There’s two places you can build an easy report. You can either click add new easy report from the Report Center or under reports, you can open up the easy Report Builder. Typically, the first thing people will do is name their report. Honestly, I like to name my report last I’m going to build the report, see what kind of information I have in it, and then I’ll go ahead and put a name on there. So we’re going to skip ahead to include fields from and this is what I was talking about earlier. We can pull information from the main screen, which includes bio. We can pull information from the gift pledge screens, contact, other info. There’s like other address. Is or other info. Now main down to other info, or sorry, gift down to other info will also include main. So you can always pull your donors names, you can always pull ID numbers, donor types and so on. So using chat and take a moment, let me know what kind of report you want to see me build. So this is going to be a little more interactive, because, well, it’s kind of boring if I just build a generic report. So I want to build something that people are interested in seeing
All right, so Kristen and Tracy were saying, in kind, I’ve got two for there got one for other info, Monica, the Monica asked for past three year donors with emails. Now that’s kind of that’s we’re getting a little ahead of where we are right now, which I don’t say to try to single anybody out, because that’s a that’s a very common way of thinking about it. Right now, when we’re on this screen, we’re really focusing on what data we want. So we’re going to definitely include the emails, because Monica wants to see the donors with their emails. We’re going to come back to that three year part, so just keep that in mind.
All right, so it looks like, with kind of an informal accounting that in kind is the most common item. I’ll try to incorporate some of the different aspects that were brought up, but we’re going to focus on in kind. So our in kind contributions, those are gifts. So we’re going to pull gift pledge transactions when you choose what type of field you want to work with, it will pull certain fields into your builder by default. So we’ve already got first name, last name, we have email, date of gift amount, General Ledger solicitation and so on. Now, as far as incorporating fields, one field I always pull is the donor ID, because if you have donors with similar names, if you have some accidental duplicates, pulling the donor ID allows us to ensure you know we need to investigate a record. We can go directly to a single record.

So we have that. We have our first name, we have our last name, we have email which was requested. We have the date of gift which we’re probably going to want now for our in kind donations. Gift Amount is not where we’re putting that value. We’re going to put that information in the fair market value field. Now we do have the option to arrange things by a particular sort order. So if you click on options, you can see sort, yeah, ascending, descending. I never remember which one’s which. I always have to Google it. So we’re going to sort by date first, then we’re going to sort by gift amount or by fair market value, and then we’re actually going to remove Gift Amount, because it’s not, in theory, it shouldn’t have any information in there, because we’re only looking at in kind gifts. So to remove that field, you just click on the X button. Now we can also apply a footer, so under a non numeric field, it’ll just give you a count. Under any sort of numeric or currency field, you can also do a sum or an average. So we’re going to sum, we’re going to add up all the values of our in kind gifts. Now, another important field for in kind contributions, I could spell is the reference field, because that’s where we should hopefully be tracking a quick description of a donation. And we’ll also pull the GIF narrative field. Now that’s a memo, so I’m going to leave that at the very end of the report, because some gifts might have a really long memo. Some might have a really short one. I don’t want to have to scroll through a bunch of different memo sizes. So I’ll just leave that at the very end, I will leave the solicitation description on there. That’s good. And then I believe somebody wanted to see things segmented out by General Ledger, which we can absolutely do here. So we’re going to go ahead and type in general ledger, and for. Grouping. You’re going to take the code or the description, whichever one you prefer, and you’re going to drag and drop it up to this darker gray ribbon. And what that’s going to do is it’ll group everything by the ledger.

Now, once we have our information kind of laid out, now we can go in and name our report. So I’m going to call this the in kind gift report by General Ledger. Yeah, and when it comes to naming the report, name the report after what it’s doing. Don’t name the report after the project that you’re working on. Because if I call this the 711, 24 training, easy report that doesn’t tell me anything about the contents. It’s like that name report we saw earlier. Looking at the word name, no idea what’s going on there. If I call it the in kind gift report by General Ledger, or if I want to say buying a GL or just ledger, just looking at the name tells me a lot about what’s going to be going on with that report. If you want to take it a step further, you can also include a description. So you could say it includes a donor, name, email, Item Description, groups by General Ledger. And if you really do want to keep track of what you’re using it for, include like a used for line you know, used for 07, 1120, 24 webinar, because the description is also searchable. So if I save this report and I go into the Report Center in my easy reports, if I go looking for the report, hey, in kind report by General Ledger.

And the nice thing about this is I know, even a couple weeks from now, a couple of months from now, I know that this is going to be in kind, gifts, broken down by ledger, if I had called it training webinar report and I needed to look at in kind gifts in six months. I’m not going to use this. I’m going to skip right past it. Now by including that description, DonorPerfect is able to search those descriptions. So now you kind of get the best of both worlds. You can give it a name that indicates what is going on with the report, but you can also include that report’s purpose. You know, what do you what are you using it for in the search bar, so that way, if you need to find the report for your annual golf tournament, sign ups. Yeah, you could call it the the event response report, because it’s all based off of event management fields, but you can include in the description, you know, annual golf you’re able to find it either way.

Now, to edit an existing easy report, you click on the edit pencil, and at that point you can change things up. If I wanted to add in another field and I can throw donor type in there. You can technically group by multiple fields. I don’t typically recommend grouping by more than two. I mean, honestly, I like to keep it to one, just because if you have more and more specific groupings, you’re going to wind up with entries in your report just being one row each. Once you’re satisfied with how your report looks, you can click on the Save and open button, and that’ll bring you into the report itself.
Now before we run the report and apply our filters, let’s talk about some of the output and filter options. So your new easy reports will default to include no mail names automatically for gifts, contacts and information like that. That’s good. Keep an eye on that, though, if you’re running a donor based report, especially if you are using it to generate a mailing list, as I mentioned, group reports can display as a summary or detail, and that’s a simple. Toggle button, we’ll take a look at that. There are options to include soft credits as well as tribute notifications. Or instead of looking at payments, you can look at the entire pledge. You can choose records with a selection filter, or you can use the sidebar, and there’s a Find function available to search for information within a report.

So we have included no male names checked, and we’re going to look for all of our in kind gifts within the last three years. So again, just trying to combine some different people’s requests. So last three years, that’s basically, you know, which records do we want to see? You know, what do we want to see about those records? We want to see the donors names, the email addresses, the in kind values, descriptions of the items. But which records do we want to see? We want to see the in kind gifts during the last three years. So we’re going to click on add new filter and our first column, of course, we’re just narrowing down our screen search. So gift date record type are both going to be under gift pledge. So go with type of gift first is equal to in kind. Now, if you do track different types of in kind gifts differently. For example, stock is technically an in kind gift. You know you might want to do include multiple and select both of them. So if you if many organizations just go with a very general in kind, but some will try to make things a little bit more specific, add more criteria, and then we want the date of our gift, and we’re going to make that greater than or equal to, and we’ll say, we’ll say July 1 of 2020, which gives us fi, 2122 2324 let’s we’ll do three years So July 1 of 2021, and we’ll name this. 

I click done from the report, and we can see and we have one in kind gift made to the building fund, valued at $15 it’s clothing and medicine. So that’s probably something we would need to clean up. But then we can also see the donations to our in kind donations account, and we can see we got supplies, the value, and then a more detailed description food. And then we can see what kind of food, in miscellaneous. We can see the various items that we have.

If we’re looking for a particular donor and we can see we have everybody’s current favorite internet daddy, Pedro Pascal looks like he’s made a couple of donations. Man, very generous. We’re at like, five or six now, you can also use that to search for for example, if I look for dry dog food, and I’m able to see if I’m looking for specific items. You can also go with just a summary. 

And rerun that again didn’t want to cooperate.

And with our summary, we can see we have one building fund, item, 88 in kind items. We can see our group totals, and we can also see our grand total. Kimberly asked, How can we display the gift payment type on the report? So if you need to make a change to an easy report while you’re running it, we look at them and go, Hey, you know we need that gift type. If I click on the edit pencil, it’ll ask if I want to save the changes, I’ll go ahead and save those, and that’ll just take me right back in. And then I can do type of gift.

Okay, so I have any items that are stock now, they might stand out a little bit.

And then there’s follow up. Can you just run a date filter on options and filters to the left rather than create a filter? So for something like this, I can put a date range in, but I still need the the gift type, so I would need to manage my fields and also add that to the sidebar. So the short answer is yes, you can always, not always, but you can oftentimes use the sidebar instead of a selection filter. It just depends on specifically what you have, what you’re looking for in your what you’re looking for in your report. So I can say, you know, in kind, I can say stock, and I can put the same range in.

But if you’re trying to look for information that’s missing a code or missing data that you’d have to use a selection filter. If you end up needing to do like a compound filter, because you’re mixing and and or statements, you’re going to have to use a filter. But for many of your report needs, you can absolutely use the sidebar. Tracy asked, I followed your report and came up with no data qualified. I know we just completed the end of year in kind report, and there were plenty of in kind gifts. Why would this happen? Tracy without knowing exactly what your database looks like and how you built your filter?

Unfortunately, I just, I honestly can’t answer that question. If you reach out to support after the webinar, they can take a look at your filter with you and just make sure that there wasn’t any issue there, but most likely the filter is conflicting With the data in your system.

All right, so in addition to building the reports and running them, easy, reports give you access to a few other tools. So you can send an email copy of the report right out of DonorPerfect. So instead of having to download it, open up your email platform, write the email, attach the file, send it. Hope you didn’t forget to attach the file. I’ve done that on occasion. You could just go into the report, click a button, add the Email, type a quick message if you want, and then get them on its way. You can also schedule a report. You can choose how often you want to run. We do daily, weekly, monthly. You can choose morning or evening. You can also export out with a couple of different formats. There’s PDF, xls and CSV. We offer the ability to download it into Word. Maybe I’m just a snob. I don’t like running I don’t like looking at reports in Word. It’s not really what that program is for, but it’s there if you want it. You can also export the data using your various export templates. And when you’re sending your scheduling reports, you can send them to more than one recipient. You so let’s say that I want to email this report to my colleague, Sean Potero. I’ll click the Send button.

I can choose the format. I want. I tend to prefer Excel, just because it’s the closest one to how the information looks in DonorPerfect, and it lets people make changes to the report if they need to reformat. You can also go CSV, if you’re just looking for a raw data file. You can go with PDF. You can also include a password, a subject line, and you can put in a message. Now, normally, you’re not going to send the password in the email itself. That’s not particularly secure, but in this case, it is a make believe report anyway, so I’ll send that, and my colleague, Sean will get that report within a minute or two. So that’s if you want to send a one off. You can also schedule a report you can give it a name. We can call it the weekly in kind gift report. I can run that in daily, and you can go before eight or after five local time. You can go weekly. You can go monthly. If you want it to send on the last day of the month, you just type in the word last. That way you don’t have to worry about like February getting skipped because you put in, you know, 2930 or 31.

Fresh out of and when you schedule that you’re good to go. Now, Bonnie has a question, when scheduling the report to be emailed, why would one recipient not get the report? Yes, the email address is correct, heading me off before I can ask the obvious question. One, make sure you’re separating the the emails by a comma and not like a semi colon. That’s semi colons get used by other programs for things like that, and so sometimes people just bring that habit to DonorPerfect. The other thing is, make sure there’s not a space in front of the email, because this is going to read it as space. Es Lalonde, that email address doesn’t exist. Sarah’s email is s lawland, so make sure there’s not a space. If you’re using a comma, there’s no space, the email is correct. If only one person, or only some of the people, aren’t getting the email, you may need to have them check their spam folders and make sure that these emails aren’t going to spam. If the email is not going to spam, reach out to support and we can. We can check our email send program and just make sure it’s it’s being sent properly. But hopefully it’s something silly, like you used a semi colon, or you had a space in there.

Ellen is asking, is the comma, semicolon, issue system wide, anywhere that you can put multiple email addresses for, you know, Smart Actions or for monthly giving alerts or for easy Reports, it’s comma, no space, always comma, no space.
Now, if you have a scheduled report and you want to make changes, there’s two places to go if you just want to change the schedule itself, you can view all of your scheduled reports in Report Center, scheduled reports, where you can edit the name of the schedule, you can edit the format, you can edit when it’s going to run. You can change who it’s sending to if you want to change the contents of the report. Report itself. That’s where you’re going to go and edit the report. So whether you are adding or removing fields, or, let’s say that we don’t really care about grouping, so we’re just going to, we’re just going to put the general ledger back in the regular report, or if I want to change the filter. Sounds like there might be thunder outside.
I know where everybody else is located, but Pennsylvania area has been getting pounded by thunderstorms, which is nice because it’s fighting the heat, but makes it loud anyway. So maybe, if this is supposed to be my weekly in kind report, you know, my filter should probably be gifts this week.

So so if, you want to, oh, and if you want to change the schedule, you can also click on the Schedule button in here, and that will also allow you to modify so if you’re changing the schedule only, you can go to Report Center, and you can go to the Schedule section if you want to change the filter or the contents of the report, or if you want to change the schedule, you can also go into the report itself and make those changes. So now, if we run it, I don’t know if we have any in kind gifts this week, but we’ll see. So Sherry 11 donate some canned dog food. Kimberly asked, How could you add a company, name or organization to the report. It’s only showing yes, no, but no name. So that is a case of if you’re trying to include this organization field, that’s the organization checkbox on the main screen. Organization names are actually stored in the last name field. So when you’re in a donor’s record, if I check the box, you’ll see organization name took over for last name, and it still says Pedro Pascal. It’s just saying that the organization is now called Pedro Pascal. So if you’re looking to include, if you’re building a report for organizations, specifically, you’re still going to pull first and last name. But what you can do is you can actually edit the display you and have it say whatever you need it to say. So, for example, instead of reference, I can say item description. 

So, anytime you want to use the organization name, and if they for an organization based report, it’s going to be the last name field. But again, you can edit that. You can edit how it’s displayed by clicking the pencil and typing in what you wanted to say. So Kimberly, thank you for asking that question, because it reminded me to showcase a different functionality here in the report. So if I run this again, now I changed it back to first and last name here, but we can see now it says item description that’s also common for like the calendar year to date fields or the fiscal year to date fields. A lot of times, organizations will pull in cytd, but they’ll make it say 2024, total, or they’ll pull in last year cytd, and they’ll make it say 2023, total. Just make sure, if you go in that direction for those reports, that you update those column headers when the years change over and then the last item is, in addition to downloading to excel to word as a CSV or PDF, you can also export using the templates that are in your system. So for example, this is pulling from my financial export templates. So these are the same. Main templates that you see when you go into for example. I’m sure everybody here has run this, but export to file. So if you have an easy report and you’re running it, but you want slightly different information, you can always choose to export using your export templates that you have, and those are going to be managed under Settings, export templates. So a lot of different ways you can utilize your reports. You can build out custom reports. And a common thing we’ll we’ll have, is people look at the gift listing report, or gifts by date report, and they’ll say, hey, but I want to see campaign rebuild the gifts by date report, include the campaign field. Now you can schedule it, you can email it out, and you’re good to go. Bonnie asked, Why do some reports not export to CSV if it’s a report that’s designed as a list style, and by that I mean like each entry gets one row, it should export as a CSV. If you have one that’s not, reach out to support. We can make sure there’s not, like, a bug going on. Some reports, though, like the general ledger analysis, solicitation analysis, any of the reports that have more, I would say, complex or complicated formatting those aren’t going to export a CSV because they have a lot more information going on behind the scenes that a CSV document can’t hold because CSVs are are a very plain document type.

All right, so easy reports are a great tool for reports that include the fields of your choice, whether those are custom fields that your organization has added, or maybe just fields that that we don’t include in some of our base reports, there’s a save and save as option, which allows you to capture information on the sidebar or even make a copy. In fact, let me just take a moment here. This is the Save button. When you click on that, it takes the information in your sidebar and basically just makes a snapshots that were the next time you open the report, it includes that information Save As will prompt you will do the same thing, but it’ll automatically prompt you to create a copy. So the same thing as saving a document on your computer versus clicking Save As.

And there are many useful output options to get valuable data. It’s a great way to build grant reports or volunteer reports. So at this time, if anybody has any questions, I’m happy to stick around and answer them. If you don’t have any questions and you’re ready to head out, I just want to say thank you for joining us, and I hope you found this presentation to be informative, but if you are typing a question, I’m not trying to push you out the door, By all means, take a Moment type it up.
You all right, so Kimberly’s asking, can you show a volunteer report? No, you’re not keeping me at all. We got through the content pretty quickly, so we have a little extra time now, real quick. Just before I forget, I’m going to delete this report. So I probably have a volunteer report or perfect so we have a volunteer now, if you have easy reports, you’ll probably have some pre made reports. So I believe volunteer hours by person and project are kind of pre made versions. So we’ll edit one of these, just to kind of showcase. So what we can see here is, first, it is an other information report, because that’s where volunteer data is tracked. It’s grouped by the project description. But then we have the volunteer name. Now I’m gonna again, I’m gonna add the donor ID in there, and I’m gonna grab the first name and the last name, and then I’ll just say it I’m. Uh, if different, but then we might also include, and we want the staff involved that we don’t want, that we’ll include, like the other information, the other other project, or comments, where we can put in, for example, our volunteer notes.

So it’s it’s really just about the fields that you want. And the nice thing is, these reports aren’t set in stone, so if you realize that you forgot something, and if I go into we’ll just keep using Pedro Pascal here. If I go into the other field and I edit if I’m missing anything, I can come back into the report and add it later. I if I want to add in, let’s go ahead and just create once that way we know we have something.

Okay, seems to be a character limit on average. Change this prepared, “delicious meals for our”… and then, like I said, one of the nice things is, if we realize, hey, we need to use a different field, I can edit their report. Because, again, I don’t know what’s going on with that.

I and I can pull the that comments field.

I can sum so I got that I can count, and then I would just need to apply the appropriate filter, so it might be other information where the date worked is this month, and the hours worked is greater than zero. So and now we can see who our volunteers are so far this month, in the report section. Can we add folders to the floor we already have under all reports? Not at this time.

I agree that would be very nice. Absolutely there might be.

Kimberly. You can, yes, you can import volunteer data, and I say CVS instead of CSV, all the time, although it’s really bad. Is Now I Call the pharmacy CSV. 

For anybody that wants to make new report folders, there’s the link for you. Kimberly Apple, pay, do. I’m going to say, probably don’t hold your breath. They are, because we’re we do our own processing. They are considered a competitor. So we’re very unlikely to offer that if you, if you utilize like a platform, like Givecloud or what was the what are some of the other ones Givecloud like donor shops that might be give fun different online giving platforms change their names all the time as they just buy each other. But if you’re using a platform for your forms that isn’t the DonorPerfect forms, you might be able to use Apple Pay. That’s the only thing I could really recommend.

Reports are, unfortunately, not private. Best I can recommend is say don’t use in the title, but yeah, at this time, reports are not private filters. The selection filters that you have those are private. You can choose not to share those, but the easy reports that you build are going to be available to all users in your system.

So all right, I think I got all the questions that were lingering. So once again, thank you all so much for joining me today. I hope you found this presentation informative, and I might see some of you in an hour for the last webinar of the week.

Otherwise, I’ll see you down the road. Take care. Bye.

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