>Hello, >We are in the process of changing over to ebase from an old Works >spreadsheet program plus multi bit and pieces of paper. In playing >around with ebase (with FMPRO 5.5) in preparation for the change >over, a couple of questions have arisen: >1) is it possible to (and if so how) generate a report of all levels >of gift giving for a given period. Also from what screen does one >enter to extract this and various other "accounting" types of >reports?
There's a Giving Level Report built into ebase. You get there through the Output tab. Lots more detail on reports in the manuals. >2) As I understand the privileged access component, this allows >three or four levels of working with the data. Is there a function >where by organization volunteers who are working with the data base >may be restricted from "viewing" certain fields, e.g., >donation/contribution amounts? Could that or similar fields be >restricted from viewing through the password?? Not without significant customization. The password structure as delivered is: user - allows the user to view and edit data admin - allows access to administrative tasks such as source codes. master - gives access to FileMaker functionality such as scripting and layouts. I have done the modification you're asking about, in effect creating a separate but parallel payment structure for donations so volunteers can enter and view membership payments but not major donations. It's a whole lot of work. -- -- Dave Shaw H4 Consulting tel: 206-954-7526 fax: 206-625-1338 ------------------ Reminder to each recipient: To change your list account preferences, go to http://email.sparklist.com/scripts/lyris.pl?enter=support and enter the email address you used to subscribe to the ebase support list:: [email protected] To unsubscribe send a blank email to [EMAIL PROTECTED] --------------------------------------------------------------------- ebase - Relationship Management for Nonprofits, http://www.ebase.org ---------------------------------------------------------------------
