Problem: It is recommended that clients do not publish anything until it is ready and has the correct data. The idea behind publishing is that it is ready to go out to donors.
However, the only way to preview what the donor will see is to publish it and click on donor view or run a report. This means that clients are constantly publishing recipient and disbursement data so they can see what things look like on reports. If changes are made to data on the scholarship and disbursement field and the recipient field happens to be in a published state, the changes aren't coming over.
It wold be great to have a "preview" donor view and/or "preview" donor report that would be available on nonpublished recipients and disbursements so clients don't have to keep publishing and unpublishing data.
In addition, they are creating numerous reports just to see what they look like and have no way of deleting all these "test" reports.
Multiple clients affected.
Client Name "shard name" | hcfne |
User | Stewardship Admin |
Functional Unit | Donor, Reports |
Employee Name | Mary Trautman |
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