April 01, 2019

April 2019 Update: Bulk Exports & Date Limit

Bulk Exports
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.


compliance updates
We’re continually updating our compliance platform to better serve our customers. We’re excited to highlight the our newest functionality in our latest feature update.
compliance updates
We recently hosted a webinar around pay-to-play compliance with two experts on the topic—Ki Hong of Skadden, Arps, Slate, Meagher & Flom, and Heather Traeger of TRS, where we covered important, timely issues around the 2020 election. Given the complexity of pay-to-play regulations and potential severity of penalties for violations, as well as the historic political involvement in this election cycle, understanding and monitoring for these risks has never been more important.
compliance updates
We’re continually updating our political contribution compliance platform to better serve our customers. We’re excited to highlight the most recent additions in our latest feature update.