Product: Omatic Cloud
Description: This solution describes the differences in the Exception Report between Omatic Cloud Post to GL and PostOmatic
Environment: Raisers Edge
Versions: All
Answer:
PostOmatic:
- There is an option for Create Exception Report that needs to be selected
- Preview of the report displays as a popup
- Report displays the constituent ID, batch number, gift ID, gift amount and the exception message.
- Report is generated as a .pdf file
Omatic Cloud Post to GL
- Reports are always generated when there are exceptions
- Reports are created in file settings location (no preview)
- Report displays the gift system record ID and the exception message.
- Report is generated as a .csv file
Now when you run Pre-post with the Omatic Cloud format, there is no on-screen display / preview of the Exception report. Instead, the files are created in the file settings location and you get this prompt: