It would be great to be able to hit a button and send out a report to Parents on Health Form AB/ABC expiration, payment balance, and the next 2 months of activities. Unless I am missing this, such reports are for the entire troop. Payment balances are “super private”, but I would rather not send out a troop report for all families. We allow our scouts to run negative balances on funds due.
This would be a nice “where do we stand” health form wise, money wise, and planning wise type of action.
If there is a way to do this today, without doing a report for each scout and sending it out by hand, please point me in the direction of a solution.
Are you talking about a master report for the entire troop, or a mail merge that would pull the info for each Scout and send a status report to their parent?
I could see both of those being very useful.
You can use the feature assistant extension to send individualized balance updates. You can customize the email to say whatever you want.
So, between what @jacobfetzer noted and a canned report for Health Form dates, you should be able to do this with two bulk emails… One from the Feature Assistant Extension for the account balances, and a second from the message module with a custom health date report and embedding the next 60 days of activities (which is built in to the message module).
Not as neat as one automated report, but I don’t think you have to roll through each Scout’s account individually…
Thank you Steve and Jacob. I will try it tonight!
It worked well. It makes me wonder what features from the feature assistant I am not leveraging!
We moved to Scoutbook 18 months ago, and I’m still finding stuff about how it works and how the Feature Assistant Extension works.
Not just that, though. Gary does a great job trying to plug the holes in Scoutbook until ‘official’ fixes are put in place. Not many organizations have volunteer devs that dedicated.
