Release Date: December 6, 2022


Report Templates

  • When creating a new template, the view of the design(s) and information available matches what is under Admin > Design so it is consistent and clear

  • Approved report naming for a constituent includes the constituent ID and matches the naming used in reports for delivery

General Interface Update

  • A banner was added that lives across all site pages and shows the active reporting period just like in the Balance application; this will ensure imports relate to the appropriate reporting period


  • Recipient list with impact statements now indicate if character limits are exceeded; this is also shown on the edit detail for a recipient’s fund Impact

  • The associated reporting period format has been updated to always appear as a date range in both the “Recipients” section and “Funds> Impacts” section