Send daily donor and transaction summary to fundraising

Yesterday's donor and transaction entries can include duplicates or unmatched gifts that slow reconciliation. Get one morning email so fundraising clears exceptions before the next business day.

Send daily donor and transaction summary to fundraising

Overview

Stop mornings spent hunting for yesterday's unmatched gifts and duplicate donor records. This workflow consolidates donor and transaction exceptions into one concise morning email so fundraising and database teams can triage and resolve issues before the next business day.

Send daily donor and transaction summary to fundraising