Updated Incomplete Profiles report
See every donor with missing Section 18A required information in one filterable view. No more spreadsheet exports to figure out who needs chasing before cert season.
What's new:
- New report at Reports → Tax and Compliance → Incomplete Profiles
- Filter by missing field (Email, Phone, Address, Postal Code, ID/Registration, Tax Number) and by tax year
- Per-row check/cross badge against every required field
- Click any cross to edit the donor in place
- Export the full list to Excel
- Section 18A Required filter so you only see donors who actually need the data
How to use it:
Open Reports → Tax and Compliance → Incomplete Profiles. Set "Section 18A Required: Yes" and pick the current tax year. The list collapses to exactly the people you need to chase before issuing certificates.
