Bring back ability to preview reports!


The recent "improvements" to the reporting functionality within Financial Edge NXT ("Streamlined" Report Generation) really missed the mark. While it is useful to have a generated report available in the system for a period of time, it is a HUGE step backward to eliminate the ability to preview a report before deciding whether or not you want to download it to your computer. I don't necessarily want every report I run to be downloaded to my computer; sometimes I just want to look at it. What about sending it to a report queue where you can preview it when completed, and then decide whether or not to export?


  • Monica Garrison
  • Sep 29 2025
  • In Progress
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  • Charissa Hoyt commented
    07 Jan 19:39

    Another step backwards today, instead of opening up a preview PDF in a separate window as it was doing before, the reports are simply downloading again with no preview AT ALL! We need to be able to see the reports PRIOR to downloading, why waste our download space for reports that we don't even know if we need until we look at them?

  • Amanda W commented
    December 27, 2025 17:52

    Check printing as well - I have had to void several checks due to incorrect addresses that I could correct when there was a preview function! Adds so much work to the process.

  • Colleen Hannon commented
    December 15, 2025 15:33

    Agreed! It's so annoying PDFs pop up in a separate window. it also took away the feature to jump to pages by fields like general ledger. huge downgrade

  • Molly Maher commented
    December 04, 2025 17:34

    AND...when you generate it, you literally have to wait on the screen for it to pop up that it's ready - because it disappears and you have to re run it!


  • Guest commented
    November 25, 2025 14:11

    I certainly hope the previewed reports available include the Pre-Reconciliation Report in the Treasury/Banking module. It only makes sense to be able to fix items previously missed by reviewing the reconciliation report before "pushing the button"! Please, please, please!!!

  • Guest commented
    November 19, 2025 16:13

    I really appreciate if BB can reinstate the power of preview instead of downloading, view, delete etc....

    Since it is already downloaded, why the need to save it to the bell.

  • Brenda James commented
    November 12, 2025 19:40

    I agree with all the comments below. In addition, no big change like this should ever be done until you ask your customers who use it and pay for it. This was a very negative change in efficiency.

  • Stephen Fitch commented
    November 10, 2025 19:20

    Once again a step forward by Blackbaud is really a step backward for the users. Removing the "Run" option is very short sighted. We pay a lot of money for this system and it seems we should be able to run a report and view it in an FE window rather than "Generate" an external report we don't really need. To make matters worse, the generation of PDF, Excel, and Word versions of a report when using Blackbaud through Google Chrome requires you to first download the report to your computer, then you have to pull it up on your screen. Another blow for efficiency!.

  • Karen Newburgh commented
    November 10, 2025 18:14

    This new way is VERY inconvenient. I like to preview first, and then run in Excel. But now with the "Generate" tab, you can choose excel, but it still hasn't saved the report. You have to save it first, then generate into excel. And the fact is, you might not want to save it until you see what it looks like. Please bring back the previous version.


  • Ashley Grammer commented
    November 07, 2025 20:46

    I spoke with a customer service rep and this change was made as a work around for an issue they are having. It has not been determined if they will go back to the old way or continue with this. I suggest having everyone on your team come on and vote to have this changed back!

  • Guest commented
    November 07, 2025 19:15

    I prefer the previous version of this. Please bring the preview reports function back.

  • Meryl Olson commented
    November 07, 2025 19:05

    This is such a terrible update. It's very time consuming to have to wait for the document to generate, if you miss the notification it's ready to download, the notification goes away and you have to regenerate. I also hate the fact that once you close the report, the report edit screen goes away. So if you have made an adjustment and want to re-run the report, you have to go and select the filters all over again. I really hope you bring the preview feature back!!

  • Guest commented
    November 06, 2025 13:58

    This "update" is inefficient and is causing a lot of issues on our end. Not only is the required download of reports ridiculous, but the delay in running reports is causing major problems for us. We are having reports that used to take 20 minutes to run now taking 3 or more hours. We have no way of knowing if they are even running - which causes duplication and slows down the system even more. Earlier this week, my department was basically frozen because of this lag. I was advised by a customer service rep that we need to run complicated reports overnight when the system isn't being used. This is absolutely unacceptable - we don't work overnight and need to be able to pull data during business hours. If this is what we can expect with these new "improvements", then our organization has clearly moved beyond what the software can provide and will have to evaluate other software options. We have been frustrated with the move away from the database view and the inefficiencies that have come along with it, but this is likely a bridge too far.

  • Guest commented
    November 05, 2025 23:46

    PLEASE BRING BACK THE PREVIEW. IF YOU WANT TO DO SOMETHING PRODUCTIVE ALLOW THE PREVIEW TO BE PRINTED INSTEAD OF HAVING TO EXPORT AND THEN PRINT.

  • Guest commented
    November 05, 2025 20:59

    This change was made in the name of efficiency from what I read. I must be on another planet...without accountants! Who would think removing the option to run/view a report made any sense? Pardon me, I have files to delete!

  • Cathi Christopher commented
    November 05, 2025 14:56

    We also have the issue of when you run a large report which holds up other reports & printing checks( a whole other issue) , there's no way to stop it if you want to to let something else run

  • Guest commented
    November 05, 2025 03:50

    I agree this update was ridiculous and is causing me a huge waste of time. The user should always have a choice to preview or download. Whoever made this decision must not be an accountant user of this software. It also takes longer now for a report to calculate than it did before the change and you have no idea if it is calculating or not until you receive the annoying notification that you have to go click on to download. There are many days where I often have 6 report preview screens open at the same time previewing over a 100 hundred reports a day with no need to print or keep any of them. Now I'm forced to save them all and then delete them all. What used to take 2 hours to do now takes 6+ hours to do. THIS IS NOT AN IMPROVEMENT!! Please bring back the preview mode or I will have to consider going to a new software.

  • Guest commented
    November 03, 2025 19:14

    Who approves these changes??? Terrible "update"

  • Ariana Spiegler commented
    November 03, 2025 19:10

    We need to be able to preview reports. This new setup is a massive waste of time.

  • Karen Munis commented
    November 03, 2025 19:07

    Why can you no longer just preview a report?????? Why?????


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