Development Recon: Auto-emailing multiple GL Summary reports

Hey Tegan,

I’m not sure exactly what you mean.  We have the FAR and Pledges Receivable reports emailed to us at various times of the month and to different people with different funds selected.  We set up different schedules for each and have never had a problem.

Mark Frey

404-733-5267

mark.frey@woodruffcenter.org

Anyone found a workaround for getting Tess to auto-email the following reports multiple times with different GL Accounts and funds selected?  For our development recon process, we pull about 50 different reports divided between the types below using different criteria for each.   

General Ledger Summary

Pledge Receivable Reports

Fund Activity Report

It would be lovely if I could come to work on the 1st and have all my reports neatly sitting labeled in my inbox!  

Tegan

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Hey Tegan,

I’m not sure exactly what you mean.  We have the FAR and Pledges Receivable reports emailed to us at various times of the month and to different people with different funds selected.  We set up different schedules for each and have never had a problem.

Mark Frey

404-733-5267

mark.frey@woodruffcenter.org

Anyone found a workaround for getting Tess to auto-email the following reports multiple times with different GL Accounts and funds selected?  For our development recon process, we pull about 50 different reports divided between the types below using different criteria for each.   

General Ledger Summary

Pledge Receivable Reports

Fund Activity Report

It would be lovely if I could come to work on the 1st and have all my reports neatly sitting labeled in my inbox!  

Tegan

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Finance Forum. You may reply to this message to post to the Finance forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!