Revolution Online Features Update

February 2008

Did ROI say "Customize?"

Did those crazy ROI Folks say "Customize?"  I think we did.  And when we said it, we were referring to those donor lists that appear throughout the Revolution Online database that previously displayed the kind of information we thought you might want to see.  Well it turns out that while we know a lot, we don't know everything -- take for example what you might want to see in a donor list at any given time.  So now, we give you the power to customize your own displays.  Look for the word "customize" on any record listing within Revolution.  It looks like this: 

When you click it, we will give you a display of all of the fields you can select.  Once saved, it will be retained for future use.  And once you view your new Customized Display - you can even use the EXPORT feature and your newly customized fields will be exported as well.  See, you can have it your way!

Schedule Those Reports 

As much as I love logging into my ROI database....sometimes I just want a report to magically appear in my email on a particular day (because I'll be honest, sometimes I forget to run it and you know what they say "out of sight"...).  Long before you were born into the ROI Revolution, we set up this nifty Reports Scheduler -- and we want you to use it; 'cause it's kind of neat.

Go on.  Go to the Reports Tab and pick a report.  Any report.   Select your desired output format, enter in your criteria and select the "schedule" button. 

From there, you can set up your schedule (and even change the name of the report). 

More on Those Open Batches...

 Such great responses from last month's update; you know where we brought to your attention those open and unlocked batches.... 

Go to the Tools Tab and filter on "Only Open Batches" and  then click the "Subscribe to this List" icon and we will deliver that little unsightly list to you on your schedule. 

Did You Know?

 You can do a look up on zip codes to get the city and state AND you can do a look up to find the zip code if you don't have it.  Yep, you can and it's pretty easy.  Let's say you are entering in a record with incomplete information....like a record that has NO city and state...or NO zip code...you know one of those records. 

 If you just know the city and state, click the FIND button and we'll tell you which zip code it is.  And similarly, if you just know the zip, click the FIND button and we'll populate the city and state for you.  Kind of takes the guess work out of whether or not Oshkosh is a real place...by gosh!