We updated the view of fund financials to no longer show the current reporting period (based on the blue banner period underlined in yellow in the header) as year to date by default, but users will always be able to choose the period they want to see fund financials for by using the exposed filters (underlined in the blue highlight).
The only time filters won’t appear is if you are new to Balance, and have no activity yet to pull into Impact.
OLD CONSTITUENT REPORT VIEW
NEW CONSTITUENT REPORT VIEW
Actions menu is now visible at bottom of template detail page., the actions menu is now exposed along the bottom of the screen and scroll with the user as they move up and down the page
On the recipient template pages, updated header image to “default”
This image will be used on all reports where there is a recipient fund impact that needs an image
Thank you (horizontal)
Thank you (vertical)
Narrative + quote
On report delivery: constituents are displayed in Alpha descending order according to their last name, names appear last name first, and this will carry through to the CSV for delivery.
- Email is no longer a required field on a recipient detail record.