- There are different options for Create Pre-post/Post Report and Create Exception Report that needed to be selected
- Preview of the report would display as a popup
- Report fields are Fixed: limited fields in report (gift batch number, gift type, GL account number, debit or credit amount, gift date, , & reference)
- Report is generated as a .pdf file
When you run Pre-post with the Omatic Cloud format, there is no on-screen display / preview of the reports. Instead, the files are created in the file settings location and you get this prompt:
The Pre-post report is now a .html file that can be opened with a browser:
The .html format is more robust and flexible in its ability to display fields that are contextual to the data that is included in the post file.