I have just added two more reports to the Reports -> Donation menu, One Date Details and Summary, and One Date Details and Summary with Member/Env. #, which combine the One Date Details reports with the Summary by Category part of the One Date Summary report. That will allow some users to print only one report, who previously printed two, to confirm one date’s donations.
However, that brings the number of options on the Reports -> Donation menu to 16, which is a lot. The more options on a menu, the harder it is to find things. So, I’m thinking of moving the now 5 different One Date reports (3 if you have the Member/Envelope # field turned off, so you don’t see the related reports) to a new submenu.
There are two options. The first is to have it be a submenu off of Reports -> Donation, e.g. Reports -> Donation -> One Date, so the first such report would be Reports -> Donation -> One Date -> Details, and so on. The advantage of that (over the next option I will present) is that it will be easier to find for existing users. The disadvantage is that it’s another mouse click or keystroke to select those reports, which especially for churches are among the most commonly used reports. Also, for those entering the program with the Limited User password, who currently have only those One Date reports available under the Reports -> Donation menu, it will look strange to have to go down an extra level to get to those reports.
The second option is to have a new submenu under Reports, namely (say) Reports -> One Date, or perhaps Reports -> One Date Donation, with the 5 specific reports under that. The advantage of that is that it keeps it to the same number of mouse clicks or keystrokes to get to those reports as it was before. The disadvantage is existing users will have to figure out where to find those reports now. (At least, those who don’t read and understand my notes about what’s in the new version that I send out with the release emails!)
Or of course, I could just leave things alone, and let people suffer with a long list of 16 reports on that Reports -> Donation menu.
What do you all think I should do about this? Please Comment on this blog post to let me know. Thank you.