Export the Data You Want

Uh, today we’ll be going over Exporting the Data You Want as, pardon me, as part of our foundation series. So my name is Mac. I’m going to be your trainer today, before we jump into the webinar proper, I just want to go over a few housekeeping items. If you have any questions Read More

Uh, today we’ll be going over Exporting the Data You Want as, pardon me, as part of our foundation series. So my name is Mac. I’m going to be your trainer today, before we jump into the webinar proper, I just want to go over a few housekeeping items. If you have any questions during the presentation, feel free to use the Q and A tool or the webinar chat. The Q and A tool will allow everybody to see the questions much more easily than in chat. So if it’s something you think is relevant to everybody, I recommend using that tool, but I keep an eye on both. I will do my best to answer everything as we go. If you want to download the handout that comes with this particular webinar at the very end, it’ll be the right most side of the webinar tool. There should be a more option where you can download the associated files. Believe we’ve got everybody that signed up, so we’ll keep moving.

So again, today, we’re going to be talking about Exporting the Data that You Want out of your DonorPerfect system. So we’ll start by defining what an export is. I’m sure everybody’s aware of the concept overall, but just to make sure that we’re all on the same page, we’ll talk about that a little bit. We’ll get into some default versus user defined export templates. We’re going to talk about some of the different template types, and then we’ll wrap it up with best practices. This is a presentation that tends to go a little faster than most we’re looking at, probably 45 minutes. So if you have any questions, feel free to pop those in the Q and A or in the webinar chat, we’ll have plenty of time to address them. So exporting is to format data in such a way that it can be used by another application. An application that can export data can create a file in a format that another application understands, enabling the two programs to share the same data that’s from webopedia. Now anybody can read that slide, so to put it in more straightforward language, exporting is simply taking data out of one system, in this case, DonorPerfect, and making sure that it’s in a format that can be used in another program or application. So basically, it’s getting data into a spreadsheet that another program can use.
So why would you want to export data from DonorPerfect? If you’re an organization that has a volunteer program and you have dedicated software to help manage your volunteers, maybe you want to export some information out of DonorPerfect so you can upload into that program if you use MailChimp or an email platform, besides Constant Contact, you can export out, you know, lists of people that you want to email and upload them into your email program, even if you’re using Ready Set auction, another program owned by the same company that owns DonorPerfect, if you’ve got 300 people that You want to put into your Ready Set auction system. Auction system, rather than manually adding 300 people, you can export those people from DonorPerfect, upload them into your Ready Set auction program.

And you know, I’m sure each of you have some of your own, you know, uses for exporting now, there are multiple ways to export data from DonorPerfect into a program like Excel. So in a couple of different parts of DonorPerfect, you’ll see an Export to Excel button that’s going to take an image of the report that you ran and download it as a spreadsheet. More specifically, it’ll download it as what we call an XLS file. That just means that whatever programming and formatting that you see in the report as it is running in DonorPerfect, you’re going to see as close to that as possible when you open it up in your spreadsheet program. Now, I know not everybody uses Excel specifically, but it is the most common spreadsheets program. So moving forward, I’m going to refer to, yeah. All similar programs just as Excel. So again, the Export to Excel button allows you to download the report onto your computer, open it up in Excel, and it’ll look as close as possible to the way it looks in DonorPerfect. You’ll also have Export Using template or export to file, those will allow you to select a specific export template, so that way, the information that you download out of DonorPerfect pulls the specific fields that you’re interested in. So that can be useful for any cases where you’re you’re running a specific easy report, maybe, but there’s a few different fields that you want to include in your export, but you don’t feel like changing the entire easy report, you can export it to a user created export template, get that information in into your computer. The other benefit of this is it downloads it as a CSV or a comma delimited file, which is a pretty universal file type that most computers and most software are able to read in some capacity.

So if we jump into DonorPerfect For a moment, we can export data from a bunch of different places in DonorPerfect. So for example, if I go to receipts, I can export to Excel here, and that’ll take a screenshot of the transaction listing report for me, if I open up the transaction listing report in my browser, I can also export to a particular template type, and we’ll we’ll be getting into how you can set up those templates here, in just a little bit. You so here you can see I have very specific columns for each field, and it’s pulling information. Yeah, I have my phone number fields, for example, it’s pulling information that isn’t automatically included in my transaction listing report. So it allows me to get more flexible with the information that I want to see. I can also export information from a variety of different reports in the Report Center. So for example, if I go to the gifts by date report, if I click on Export to Excel, I’m cell helps if I remove whatever that filter was, try that again. Run the report first.

Now I can say I have donor ID, name, date, amount and so on. If I export to Excel, I’m and if I open the gifts by date report, we’ll see, again, the format’s going to be very similar to what we have in DonorPerfect. Now again, they are two different types of programs, so it’s not going to be a one to one match, but we can see donor ID, name, date, amount. We try to keep the formatting as close as we can. We have the, you know, we have similar font stylings. But again, if I go with the drop down option and I export using template. I can choose the template I want export the data out so.
Well, we can see, for each of these donations, I have a bunch of extra information here, and again, it’s in a CSV file, which means it’s going to be generally more readable by different programs then you have mailing so Jenny had asked a very good question, which we’ll talk a little bit more about down the line here. But when pulling mailing lists, the report often pulls people of past. We have that information in a narrative and no mail reason, any tips. So under you can also generate your exports under mailings mail merge. Now, when you’re generating your mail merge files, it’s going to exclude anybody marked, do not mail by default. So let’s just take a look at, I guess Matt Jones here. So that’s referring to this, do not send mail checkbox. So when you’re generating mailing lists, specifically, if people that shouldn’t be on that list, for example, in Jenny’s case, anybody that’s deceased, you want to make sure that the do not send mailbox is checked in addition to the deceased option being selected under no mail. Reason. Now, if you’re still getting people on there that shouldn’t be on that list, as silly as it’s as silly as it sounds, I mean, one just make sure that you’re not accidentally checking include no mail names. Sometimes it just becomes a reflex. If you are not checking no mail names and somebody is marked do not send mail and they are still showing up in your mailing list, reach out to the support team, because either you’re running the report from a different part of the system that’s not automatically excluding, or something else is going on, and we need to get that on, get get that out of the microscope of one of our product specialists. So Jenny, assuming that you are marking people as do not mail, in addition to using the new mail reason, and nobody on your team is checking this box by mistake. I mean, you should be a good to go, but if it’s still pulling those people reach out to support, because there may be something else going on. But with the mail merge again, you have the ability to choose your export template down here. And then finally, this is a part of the system. I’m sure all of you are familiar with the export to file pool itself. This is the main place you’re going to go for your export lists just allows you to tell the system, hey, I want to export data from XYZ part of the system in the main screen, the gift screen, the contact screen, you can apply your selection filter, and then you can pick the export template that you want. So I’ve said the word export template, or I guess the phrase export template, probably 20 times. Let’s talk about them for a little bit, so that way everybody knows exactly what I’m referring to when I use that particular pair of words. So the kind of big pictures, the export template determines what kind of data you are going to see when you go to generate your file. More simply stated, the export template determines the columns of data in Excel. If you want to see the names, the phone numbers, the email addresses and the giving history for the last seven years, you need to build an export template that includes the first name field, the last name field, the phone number fields, the email fields, and then the calendar or fiscal year to date fields. When you’re building an export template, you only have to select the fields that you actually want. Now, in a lot of cases, you’ll probably have a few extra fields that normally wouldn’t be part of your Yeah, of a particular export, just because it’s it’s better to have one template with maybe two or three extra fields than it is to have a dozen templates that are almost identical, minus one or two fields. But the benefit is you don’t have to use export templates like default mail merge, which pull every field from the main screen. You don’t have to use default financial which pulls every field from the gift screen, but there’s a dozen fields that you want, you can build a template with those fields. This allows for faster downloads, and it means that there’s fewer columns of data that you may have to remove in Excel, both of which will hopefully save you some time and. The long run, save your organization some money. You can set up your export templates under Settings, export templates, but there are shortcuts throughout the program for adding and editing. So for example, you you should you’ll often see add new template or Edit Template. You can see that here under export to file. You can see it under mailings mail merge. And you can see that under now, you can see it here under Export Options for receipts. In some locations, you won’t have the ability to add or edit a template. So if you come across one of those, what you’ll have to do is go to Settings export templates, and you can build an export template here. So settings export templates allows you to see any of the export templates that your organization has created. You can edit those templates. You can copy those templates, you can delete those templates. So for example, I have one here for donor contact information is giving history. I’m going to delete that and we’re going to rebuild it from the ground up. To do that, you’re going to click on Add New Template. Typically, the first thing you’re going to see is the name field. We’re actually going to put a pin in naming our template. We’re going to come back to that here in a moment. So the first thing we’re going to do is actually select what type of template we want to build. So contact means is going to export out a file with one row per contact transaction that’s great for keeping track of touch points communications with our constituents, if, if you are managing your communications through another program, you might use a contact export to spit out the data in DonorPerfect and upload it into your other program. Gift pledge means you’re going to have one entry per donation main bios, one entry per person, other addresses, one entry per address. So if somebody has seasonal addresses or multiple emails, for example, and other information is one entry per other contract or other record. So most often volunteering or boarding committee service, we’re going to leave ours on Main bio. We want one entry per person, then we can sort by one field. DonorPerfect, by default, only allows you to sort by a single field, and then it’s going to use the record specific ID as the tiebreaker. So for example, if I go with last name and I have two people with the last name Smith, it’ll use the donor ID to sort out and which Smith is going to be first. Once you download it to Excel, you can apply conditional sorts or additional sorts from there. So I’m going to leave it on last name. Zip code is common for exports from mailings. The date is very common for donations or for contacts.

So Jean is asking which type will show each transaction from a person? For example, Jane donates four times in a year. Will it show four? That’s if you are using the gift pledge export. Now each type of export will include fields from the main screen, so you can still have Jane DOE’s name on a gift export, you can still have Jane DOE’s name on a contact export. Main bio is just going to pull from the main screen and it’s just going to give you one entry per person. Now on the bottom left, we have all of the fields that we could incorporate into our export template. And here on the right, we have all of the fields that are currently in our export template. By default, we include the donor ID, title, first name, last name, we have address, we have email, we have phone numbers. I like having all of those. I think it’s a good baseline. So I’m not going to remove anything just yet, and if I wanted to, I would just have to either drag and drop it out or use the checkbox and remove it to add a field back in. You can search for the field using the search bar here on the top left, and then I can just drag and drop it back over. I always recommend keep the donor ID in. Export template. And then if you are doing like a gift or a contact export, keep the gift ID or the contact ID in the export template as well. That way, if you end up catching some issues and maybe you want to clean it up in Excel, you could then very easily import those changes back into DonorPerfect and match off of those IDs if you are planning on using it for any sort of mail merge, keep the organization check box, because the address blocks that we provide in the template library need that organization box to work. Now, if there’s other fields you want, again, we just look so Hey, not initial if I want my last gift amount and date, check those off Adam and now they’re in my export template. You know, if I want a few years of giving history and again, I can grab calendar year to date, last year, calendar year to date. And maybe I want to go and grab all seven years. Add those in if I want the lifetime giving total. Add that in if I want the number of gifts again, I can add that field. And let’s say I want the years donated.

Now here on the right we have the top most field will be the left most column, so it’s going to be donor Id first. If I want to rearrange things, I just have to, again, drag and drop where I want them I’m now, once I’m satisfied, I can name my export template. When it comes to naming your export template. There’s generally two schools of thought. So I’m going to give you two examples of names for this template, and I want you to pick the one that you think is the best or the one that you would use. So in the first scenario, we’re naming the export template after what it’s being used for. So in this case, I might name this, you know, my fall appeal mailing export, you know, because I’m going to use it for the Fall appeal. So name one, fall appeal, mailing export. Name two is, I’m naming it after the information that’s inside of the template. So in this case, I might call this, you know, donor names and giving history. So use the chat function and then let me know. Would you call this the fall appeal mailing list template? Or would you call it the names and giving history template?

Or you can say number one and number two as Diana, did I I’ll give everybody a minute or two to put that in for me, put your answer in. All right, I see we’ve got some differing opinions, which is good. I always worry that the first person that answers like everybody else will just copy them. So we’ve got two for the second option. We’ve got two for the first option. I’ll let everybody else give everybody else a moment to throw their hat in the ring.

So and if you’re not putting your answer in chat, I hope you’re at least answering the question kind of to yourself. I know everybody’s got an opinion. All right, so the second option is the best practice so I would want to call this now. I’m going to put a number in front, because it sorts it out alphabetically in my drop downs. So I’m going to call this new donor names and giving history. So that is the that’s what we consider the best practice option, and the reason for that is to just the main reason is to help make sure that organizations aren’t creating too many export templates, particularly templates that end up being redundant. So the reason I want to call this donor names and giving history is tomorrow, or while I’m off tomorrow, but next week or a month from now, or six months or a year from now, I can look at the name of that export template. And even if I don’t have the ability to recall exactly which fields are in there, I could tell anybody it’s going to be the names, and there’s going to be some giving history. Uh, or better yet, maybe I call this you know, donor contact info and giving history. In that case, I might say, you know, names, probably address, probably email, giving history. To some extent, if I call it the fall mailing appeal list, I’ll know what it’s for very easily. And I could probably figure out some of the fields, like, you know, if it’s for a mailing again, names probably going to have addresses in there, maybe email. But like the the financial side of things, the giving history, you know, that’s not a guarantee. The other downside to naming it after what it’s for is, in the spring, I might need the exact same information, but most cases, if I see that I have fall appeal mailing, and it’s time for the spring appeal, I’m not going to use the fall appeal template. I’ll create a new template, which, again, will probably be the same information. And then I’m going to call that the spring appeal mailing template. And then in the summer, for you know, for mid year, I’m going to end up doing it again. And throughout the course of a year, I’ll probably have three, four, maybe five, templates that all have the same information, but because of their names, I ended up recreating them over and over. And it could be even worse if you put them the year in there, because in 2024 I’m not going to use a template that says 2019 in it. So we always recommend name it after the type of information that’s in there. So if we take a look here, we have default receding, yeah, I take a look at that, and my colleague, Donna, made a modification to it, but that’s probably going to have the donor names, maybe some contact information at the date of the gift, the gift amount, probably the gift codes, because it’s information that we use for receiving. If we take a look, yeah, we’ve got names, addresses, mobile phone numbers. We have date of gift receipt, amount. We have some more information there.
But if I go down here to second gift analysis, I mean, what’s a main bio export?

If I if I had to guess, I mean, it’s probably going to have names, and then maybe it’ll have the date of their second gift All right, so, yeah, we have the initial gift amount, the second gift amount, the initial gift date, the second gift date. But, I mean, that was a lucky guess like that. I wouldn’t necessarily want to call, call the call it that gifts, clean them of failed transactions. Yeah, I have no idea what’s going on in that QBO posting details again, probably the date, the name, the general ledger, okay, yes, QuickBooks information. So, yeah, make sure that you’re putting names on there that tell not only future you, hey, this template contains XYZ data, but for your colleagues as well. And then the ones that are the most important put like a number on there. Make the most important one, number one, the second, number two, number three, number four. That’s particularly useful because when you go in here to mailings, mail merge in our drop down, it’s alphabetical. So if that’s the one I want to see the most, it’s good to have it as number one, and that way I’ll have to scroll down into the D section to find it. If nothing else, please make sure that when you are creating a new template that you’re not leaving the name my export template in there. I know it’s a tired phrase, but if I did have a nickel for every time I saw my export template in the system, I couldn’t retire on that money, but I could probably take a nice vacation. So if nothing else, please make sure that your database does not have a half dozen or more templates called my export template. It doesn’t help you. It doesn’t help your co workers. It doesn’t help support when they have to help you out with a, you know, a report question. If nothing else, just make sure that you put something in the name. But now that I’m done waxing poetic about export templates, now let’s move on here. So just as a quick refresher, when setting up an export template, you’re going to name it, you’re going to choose the type, you’re going to select your sort by field. You can only do one sort in DonorPerfect, but once you download it, you can apply it in a secondary tertiary. You’re going to select the fields, and then you’re going to save and close. So where can you use those different. And export templates. Your main bio export, you can use them in all listing reports. You can use them in certain financial reports, and you can use them in Mail Merge, your gift, pledge exports. You can use those in receipts. You can use them in listings, specifically the export to file report, and you can use them in most financial reports. The other four other info, contact, other address and gift pledge summary, those are available under listings, export to file. So I’m going to take a moment and for anybody that is feeling brave enough, or you just you have a specific scenario that you want me to run through, take a moment and then in the webinar chat, if there’s an export that you’re trying to do in your own system, or if there’s just something you’re curious about, go ahead and put that in the chat. And then once I see we have a few in there, we’ll we’ll do a few demonstrations here. In the meantime, Maria was talking, can you give us an example of the function convert to formula and how it can be used? I am going to be completely transparent with you. In the seven years I’ve worked with the software, I’ve never once clicked that button. Basically just what it does is it shows you the the formula, like the behind the scenes formula of a particular field and how it’s formatted, if you were using, like, a report writing software. I mean, it could help figure out how to, like pull that information from DonorPerfect for your average user, though, the convert the formula button is not going to be useful.

All right, so Diana has now, I have an ex I have a template made, but I’m somehow missing how to extract the data when I click the template and export file, only exports the fields, so do make sure that you are not in like settings, export template and like trying to export from here, typically what you’d want to do is under probably Report Center. When you go to listings and you go to export the file, you’ll need to select this. You’ll need to create or that choose an existing selection filter that’s going to determine which records you want to pull, and then you’re going to export the data out. So if you are an export to file Diana, and you’re still only getting the names, typically, that means that either you’ve got some conflicting information in your filter or you just don’t have any records that qualify. But for example, let’s say we’re looking for, I don’t know our lapsed donors. We want to do like a lapsed donor mailing. I’m going to click on Apply, and then I’m going to click on add new filter. Now there’s a couple of different ways you can grab lapsed donors. I always like to go with the fewest steps necessary, kind of the most efficient one. So I’m going to say their last gift date had to be between January 1 of 2023, and December 31 of 2023, so that means they gave last year, but they haven’t given this year so far saying they are lapsed. If you want to save your filter, you can really just depends on what you’re using it for. But then I’m going to click on export to file. So I’m going to use my donor contact Intel and giving history, and that’s going to pull a list of everybody who gave most recently between January and December of 2023 so that is an important distinction that needs to be made. The filter is, which records do you want to see? The export template is, who like what do you want to see about them. So filter is which or who, if you’re talking about people, template is what information. So nowhere in my filter did I say show me the title, the first name of the last name that was determined by my export template. But we can see everybody in here, if I decide to, sort by last gift date.

Everybody in here we’re going to see their gift is between January 1 of 2023, and December 31 of 2023, so. I say most likely if you’re not seeing it, and this is for anybody, not just Diana, but if you’re not seeing any information, either one, you might just be in the wrong part of DonorPerfect, which happens. Or two, there’s probably some conflict in your filter. Or number three, is there just isn’t any data that qualifies. But that last one usually isn’t the case. Most commonly it’s that second one, just the filter itself is probably needs to be tweaked. Maria said, I want to create a list which allows me to check and clean the data. Which would be the best way to create the list, including all the basic information. Who created the account? When was it created? Etc. So this is a excellent question that obviously there’s going to be some specifics. Now, if I’m on the support call or in a training call with Maria, I’m going to have a few follow up questions here, but taking the question at face value, one, I wouldn’t want to have a selection filter. I do want to click Include no mail names, because I want to make sure I’m getting all of the information that I can about these, or I want to get all of the constituents the absolute best option. Now I know earlier I said, like, hey, you know, we build export templates, so that way we don’t need to use default mail merge. We don’t need to use default financial but in this scenario where Maria wants to see pretty much everything, default mail merge is a good option, because it will pull every single field from the main and bio screens. Now, as you can see, that’s going to be a sizable download. It’s going to take a moment. So the better option in most, you know, after I have a conversation with Marie, and we kind of narrowed down exactly what they’re looking for, is I would probably take, you know, existing template and either add or subtract a couple of fields, or we build a brand new one that includes just the fields that they’re looking for. So in this case, I might go, you know, let’s grab the donor contact info and giving history, edit that template, and also include the created by and date fields and the modified buy and date fields. Now again, the most important field in this export template is going to be, in this case, donor ID, because Maria very specifically said check and clean the data, which means that at some point she’s going to want to put that information back in DonorPerfect. If you have the donor ID, if you have the gift ID, the contact ID, the other ID, that means when you go to do your import, it’s going to match exactly to the existing record. You don’t have to mess around with record matching criteria.

So now we can see we’ve got all of those fields here, you know we have giving history for the last several years. And then we have who created the record and when was it created? Who modified the record? When was it modified? So Maria, those are the fields that I would make sure you include the created by date, modified by and date, plus any other fields that you would be interested in, I’m just going with some of the basics to make sure that the file doesn’t take 20 minutes to download.

Does anybody else have a scenario that they’re either working through or that they would just be interested in seeing so as I’ve gone through all of the main information from this presentation, so I just want to make sure that we have everybody has the opportunity to kind of bring their concerns forward. Can we import a database to create new contacts or just work as a donor Id already in the database, and if we figure out that we should delete information, can that be done? I mean, you can, for the first question, you can absolutely import new information. We have an importing webinar if that’s something you’re interested in learning more about, I would recommend signing up for that webinar. If you figure out that you need to delete information, can it be done? You can delete data using a global update. My recommendation is, if you are looking through spreadsheets to see what records need to be deleted, you. If you don’t already have a field for it, I would create, like a delete record field in your database. You can include that in your import, your export template, and then just in your spreadsheet, mark them to be deleted. Import that update, and then find the records Diane is asking, when creating an export template, how do you adjust the date range? Say I wanted to pull a list comparing giving from the last two fiscal years? So the the export template, in this case, wouldn’t have anything to do with the dates that’s going to be based off of the filter. Your filter is going to say, you know, gave, you know, last year, but not two years ago, or gave two years ago but not last year. Or whatever the specifics of your scenario is, Diana, you would just need to make sure that you have, you know, the calendar year to date, or in your case, the the fiscal years are just going to be the ones that say. YTD, so you just need to make sure that you have fiscal year to date last year. YTD, two years ago. YTD, those are the fields that you need to include now under Dang. that you marked.

Now, before the refactor, I kept wondering, like, why don’t we just have the logout button all the way at the end and have the Settings button a little more to the left? And then they did that. They did the thing I want, but now I’m still so used to the old layout that I accidentally logged myself out at least once a day anyway, under Settings parameters, and this is for Diane and anybody else that uses fiscal year under general parameters. Just make sure that your fiscal year date range is set properly. So this just means July 1 to June 30. So if your fiscal year amounts are looking wrong, Diana, just make sure that your database has the correct fiscal year set for your organization.

All right, these have been some great questions. So if anybody else still has any, please feel free to put them in the chat. But in the meantime, I’m going to move on to kind of the the recap. So again, best practices, name the template after what is in the template versus what it’s being used for. That way, if you have, if you have a one template called donor names, addresses and emails, you know, you can reuse that for any email lists, for any mailing lists, or you’re really just any kind of general information list. Yeah, you don’t have to worry about having a, you know, fall appeal export and a spring appeal export and a mid year appeal export. You know, why have three? Why have three of something when one does the job for your most important templates place a number or an asterisk at the beginning of the export template name that’ll just cause the float up to the top of the particular drop down list sort the data, so that way it’s listed in a useful order when viewing in Excel. Again for mailings, zip code is what most mailing houses are going to sort by. So you can pre sort it for your own internal use. Last name is probably going to be the most useful if it’s a donor list. Date is going to be the most useful if it’s a gift list or a contact list. And then organize the fields in the list for how you want them to appear, left to right, so the top most field you the top most fields. In this case, donor ID is the left most column, and then you work your way down, and also be aware that like your your templates are going to be for lack of better terms. They’re going to be living documents. They’re not set in stone. If you need to make a change to them, I just took two fields out of this template that I didn’t think were needed. I simply clicked on them, moved them out. In a future webinar, one of my colleagues might go in and say, you know, actually, I need, you know, the fiscal year to date field. They might edit it and add it, you know, one of those fields in it. You don’t have to reinvent the wheel every time you’re doing a mailing. But at the same time, don’t feel like you don’t feel. Like you can’t ever add a new template, or you can’t iterate on something that’s already in there. Sometimes you’re just going to have to add or remove a field. Sometimes you’re going to have to add or remove a template. So with all things, be willing to be flexible. So again, your export templates, these equal the columns in Excel. Or another way to think about it, is, the template is what data do you want to see? And again, that’s where some people get mixed up. The filter is which records do I want to see? You know, the filter is how we tell DonorPerfect I want to see everybody who gave last year, but not this year. And then the export template is how we tell DonorPerfect, I want to see their names, their email addresses, their giving totals. The export type determines where it can be used. Main bio is going to be used for your mailing lists. It’s going to be used for your it’s going to be used in your listings, reports. Gift pledge is going to be used in receipts. It’s going to be used for your financial reports. And then your export templates allow you to choose the fields that you want. They save you time by removing the need to delete unwanted fields. So if anybody has any additional questions, and now is an excellent time to ask. We’re scheduled to run until the end of the hour, but like I said, this is typically one of our shorter webinars. So if you don’t have any questions, feel free to pop out and enjoy the rest of your week. But if you do have a question, or if you’re curious, if anybody else does, please feel free to hang around and Pop those questions in the chat box for me.

You have a great day. 

I don’t see any other questions. And most people have popped out. So thank you again. I hope you found this presentation informative, and I look forward to seeing you in a future webinar down the road. Take care. Bye.