Release Date: June 13, 2022

Summary: This deployment made minor updates to navigation and report templates.  



  • Moved Awardees above Reports as that data need to be entered first if being used in reports. 


  • All pages in templates default to inactive, users will need to activate which pages they would like to include. 

  • Character counts have been added to page template descriptions for text fields. 

  • Draft reports have “draft” appended to the file name when downloaded to help differentiate from the Final versions. 


  • Added CSV and XLS format export options for information displayed in the following views: 

    • Constituents 
    • Funds 
    • Report Batches 
    • Report Templates