Automated reports - Donation Digest
Silent Partner Cloud will automatically send users their Account Activity and Monthly Contribution reports.
For this to be enabled the user must provide an email address to send to, and Donation Digest must be set up under "My Account."
If Donation Digest is not visible, then the user's permissions need to be edited to include "Can Schedule Reports."
Go to Admin Settings > Cloud users. Locate the user and identify the Roles assigned to them.
Then go to Admin Settings > Roles & Groups. Find the appropriate Role at the top of the page and identify the Security Group.
Scroll down and locate the Security Group for that customer and click the green arrow to view permissions.
In the drop-down, select "Can Schedule Reports" and then click "Set Permission."
How to Use the Donation Digest Report
The Donation Digest allows you to automatically receive your Account Activity and Monthly Contribution Total reports via email. To set this up, go to your account profile in Silent Partner Cloud and select "My Account." Scroll down until you see ...
Using Cloud Reports
To view detailed information about your account activity or contributions to your accounts, select Reports from the green menu bar on the left of the screen. For more information about Say Thanks, click here. Account Activity Click the Account ...
Setting up and editing PAC or Monthly donors
A PAC (or pre-authorized cheque) donation is one that is automatically debited from a donor's bank account each month. A donor can have multiple PAC or monthly donations simultaneously. To create a new PAC donation: Click the "Enter donations" ...
How to set up Activity Workflows
Activity Workflows control how Activities "move" from person to person. ie Who can create the Activity? Once created, who sees it next and what can they do with the activity? In this article, we'll demonstrate how to create several Activity ...
New requirements and sample templates for PAC donors
Overview As of March 2023, major credit card companies such as Mastercard, Visa, and others, are creating new requirements for recurring payments. The original effectivity date for these changes was scheduled for September 22, 2022. The effectivity ...
Join the Partner Academy!
Our Partner Academy means that anyone can learn what they need to know, any time. Free! When you sign up for a Partner Academy session, you get:
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.