Hi Everyone,
Is there a way to have ask amounts added to the Steps Detail Report? If not what do you all do to work around that?
Hi Michael,
I created an output set that has most of the same columns as the Step Detail Report, and then I added in Plan Ask and Goal amounts. You might need to create a few additional output set elements to get everything you need. I think all I created was a Step Notes element and it pulls from the same table as the rest of the Plans - Steps elements. Let me know if you have questions.
Thanks so much! Would you mind sharing what's in the output set?
Of course! I have patron names, plan campaign, plan fund, plan designation, step type, step due date, step completed date, step worker name, plan ask, plan goal, and step notes. There are some additional columns in the Step Detail Report that we didn't need, but they should be easy to add if your organization does.
Thanks so much!