Answers to your frequently asked reports questions
Can I upload a spreadsheet of data to eCoordinator?
Yes, you can use the Import Tool.
Can I export a report to Excel?
Yes, if you run a data grid report it can be downloaded as a .xls, .pdf, .csv, or .txt file. System reports can only be exported as .pdf.
Can I automate reports?
You can create an automation that sends an emails with an attached system report. Contact us to schedule an advanced training on automations.
Can I automate file pickup and drop-off?
Yes, you can utilize the Automation module to set up file transfer protocol for Volunteer, Opportunity, and Organization data.