Crystal Fund Statement Export does not prompt for date information or create files
- 18 Jan 2023
- Contributors
- Print
- DarkLight
- PDF
Crystal Fund Statement Export does not prompt for date information or create files
- Updated on 18 Jan 2023
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
When going through Tools > System Utilities > DonorCentral > Crystal Fund Statements Export, a Crystal Report file that has worked previously is no longer prompting for date settings or producing a file to upload to DonorCentral.
Answer:
If you have this issue please create a support case.
Steps To Duplicate
- Go to Tools > System Utilities > DonorCentral > Crystal Fund Statements Export
- Get select Funds screen. Hit ok.
- Reach second screen - enter fund information and click ok
- Get Export complete message
- Go to export location for file - nothing has been created
- Check download directory - appears to be set correctly to N:\found\eAdvisor
- Go to System Utilities>Run procedure and select the Crystal file for the fund statements
- See that parameters and date selection appear differently
Was this article helpful?
