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Article ID: KB1381
Keyword Name: on-demand, ondemand, demand,special,custom,schedule, reporting service
Created: November 01, 2017
Viewed: 1471

Reporting Services - How Does it Work?

Trail Blazer Reporting Services is a custom service that allows you have to special reports delivered to YOUR inbox and the inboxes of others in your organization who don't have access to Trail Blazer.

Possible Reports

  • Overdue pledges
  • Notification of contributions added (includes those that are recurring)
  • Notification of specialty contributions (ie, specific event, specific fund, over certain dollar amount, etc.)
  • Calendar items today
  • Reminders
  • What can you think of?


How does this work?

  • Let us know what you are looking for in the report
  • Let us know what schedule you want the report delivered on. This can be 
    • daily at a certain hour, 
    • weekly on a certain day, 
    • monthly on a certain day. 
    • This can also be delivered upon a trigger such as a contribution being just added to the database.
  • You will be provided a quote for the report where you can then decide if you wish to proceed.

Report set-up fees start at $300.00
 

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