April 01, 2019
In addition to the existing individual export functionality and full platform reports, we have now launched a bulk export function that delivers more flexibility and precision around which records you’d like to pull in an export. For example, if you want to see all records for contributions made this year, select “add all” on the export page and select a contribution date window. Or if you’d like to see all contributions that were recorded in the last quarter from a specific set of employees, you can do that as well. See how here:
Universal Date Limit
We’ve recently added a date limit feature, which your team can now use to apply a “start date” for contributions across your entire account. If you’d like to only see contributions starting from January 1st, 2015, for instance, the date limit will remove contribution records dating from prior to 2015 from your account.