Ad Hoc reports: allow changes to formatting and filters from Classic View

Ad Hoc Reports are no longer usable

All of the ad hoc reports I created are no longer functional in Sky View. The saved filters that have worked for years in classic view have been changed. Also, the formatting in the ad hoc reports has been changed as well and does not allow me to reformat. We use the database for 3 different foundations and I need to run reports for each organization separately, Sky View does not allow me to do that.

  • Barbara Morgan
  • Feb 17 2021
  • Reviewed: Voting Open
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  • Vin St John commented
    March 09, 2021 00:53

    Hi everyone - Thank you for sharing this idea and voting/commenting. It's true that there are still some options from Classic View that haven't made it over to SKY View yet - in the report designer, that includes some formatting and layout options, and some advanced options for formatting "calculated" columns (i.e. total related payments). We're going to bring those to SKY View soon - we just didn't think it was fair to make you wait for those, if you only needed the basics!

    However - that refers to the tools for creating new reports, or editing existing ones. If you already have reports saved that you run frequently, those are already available in SKY View and you should be able to run them without any trouble, regardless of whether they use those formatting or layout options. If you're not seeing a report, or it's not coming out as expected, that's very unexpected and I recommend you create a support case with us as soon as you have a moment, at https://support.blackbaud.com, so we can resolve that issue for you ASAP.

    We'll keep this Idea open so we can update you when those additional editing options that I mentioned above are available. Thank you again for your feedback!

  • Sarah Bartak commented
    March 08, 2021 22:52

    I noticed that some saved filters have transferred and others haven't - very irritating!

  • Nicole Saunders commented
    February 24, 2021 15:56

    Oh no! I was under the impression that all templates, reports, saved searches, and filters would transfer over to SKY. This will be a problem for us.