ResearchPoint Ideas

Detailed Report for a batch of constituents

When trying to view the details of a constituent within a specific prospect list we must first run a Prospect Research List report then click on view details on each individual donor within that prospect list. So if your list is over 1k you will have to click on view details over 1000 times and then export one by one to review. This will creates a task that could be completed in a batch within an hour into a whole day project. The only other alternative is to create a query within RE however you still do not get all information available on Research point. So you are either stuck with incomplete data or a time consuming process in order to get your data.

  • Guest
  • Feb 9 2021
  • Attach files