As we move further into July, it’s easy to let filing tasks slide – but don’t let the mid-year reports catch you off guard! Whether you file monthly, quarterly, or semi-annually, now is the time to double-check your calendar and ensure everything is on track.

For semi-annual filers, July marks the end of your first major reporting period. Six-month reports can be especially tricky if you haven’t been keeping up, so it’s a good idea to review your records now. Even if you're on a monthly or quarterly schedule, this is a great moment to get ahead – especially with Q2 and July deadlines approaching.

Best practice is to avoid the stress of last-minute scrambles or filing mishaps by getting a head start now rather than waiting until the deadline.

As always, if you run into issues or have questions, we’re here to help.

We’re releasing some changes to our phone model, which will improve your ability to categorize your contacts' phone numbers. Read our FAQ doc here!

A new NGP VAN navigation and homepage beta experience is coming soon!
You’ll have the chance to test out and provide feedback on an improved navigation and homepage design with easier-to-use menu and customization options.

This is a preview of how we’re thinking about future navigation, and your feedback will help guide what comes next. It’s still a work in progress, and we’ll be reviewing every comment that comes in.

You can export various reports after executing them, you’ll find the Export dropdown next to the Report Action dropdown in the upper right-hand corner of your report. You can also export lists pulled from Create a List by using the Export action after a search. To learn more about List exports, check out this Help Center article, and to learn more about reporting you can check out this Help Center article. 

Recently, we released a new default optimized contribution form that streamlines the form creation process, as well as the donor experience. The goal is to allow you to achieve quicker, easier form set up and better overall fundraising results, and you can check out this Help Center article.

Join us for our upcoming Monthly Feature Overview where we’ll be walking through the latest updates and enhancements across NGP VAN products and Mobilize, including what’s new, what’s improved, and how these changes can support the important work you do.

This is a great opportunity to see new features in action and get your questions answered live by our product experts. Sign up for the Monthly New Feature Overview here.

We’ve recently updated some of our existing trainings to reflect recent product changes or new features. As our tools evolve, we will continue to aim to clarify workflows, incorporate the latest platform improvements, and make it easier for users to find the information they need.

Stay tuned for refreshed content, and feel free to share feedback on which features you’d like to learn more about. Sign up for our trainings here.