You can now customize which headers are included when generating a report for Payments, Supporters, and other data tables. This allows you to tailor your exported reports to include only the relevant information you need.
How to Customize Your Exported Report:
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Navigate to the Data Table
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Go to the relevant section (e.g., Supporters, Payments) in your WeGive dashboard.
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Click on the Table View option.
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Select the Data to Export
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Use the checkboxes to select the specific records you want to include in the report.
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Initiate the Export Process
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Click on the Export button.
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Customize the Columns
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A pop-up window will appear, allowing you to select which fields should be included in your exported report.
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Toggle on or off the specific columns you want.
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Generate the Report
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Click Continue to finalize your selection and download the customized report.
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This new feature gives you full control over the data you export, ensuring your reports contain only the most relevant information for your organization.