On-Demand Donations Reporting for TAAHP: Built Right Inside Novi AMS

Replacing a manual process and tedious off-the-shelf tool with a seamless, member-friendly reporting experience embedded directly where members already work.

The Challenge

Texas Affiliation of Affordable Housing Providers (TAAHP) needed a straightforward way for members to access year-specific donation reports. Their use of off-the-shelf software was time consuming and not immediate. Generating reports required manual effort from TAAHP staff, and there was no simple, self-service way for members to pull their personal or company’s donation history.

Project Objectives

What TAAHP Needed

TAAHP asked Digital Mettle to replace a cumbersome process with a purpose-built solution that was simple for members to use, cost-effective to maintain, and seamlessly integrated with the systems they already rely on.

Self-Service Member Access

Give members a simple, on-demand way to download their own donation reports without needing to contact TAAHP staff.

QuickBooks Integration

Pull accurate donation payment data directly from QuickBooks so reports always reflect the true financial record.

Embedded in Novi AMS

Surface the reporting tool directly inside the existing member’s profile page (Member Compass) in Novi with no separate login, and no separate application.

Eliminate Manual Work

Automate the entire report generation process so TAAHP staff no longer spend time producing and distributing individual reports.

The Solution

Digital Mettle Built a Custom Reporting Application

Digital Mettle designed and built a custom reporting application embedded directly inside TAAHP’s Novi AMS member portal. Accessible from the Account History page of Member Compass, the tool launches in a popup window — no redirect, no separate login. Members select a year, enter their QuickBooks ID, and instantly receive a polished, professionally formatted PDF report of their personal or company donations.

The application pulls member information securely from Novi via single sign-on and fetches donation data live from QuickBooks — combining both sources into one clean, on-demand report that members can download in seconds.

TAAHP Custom Software Services

Key Capabilities

What the Reporting Application Delivers

Embedded in Member Compass

The reporting tool lives inside TAAHP’s existing Novi portal, and members access it from their Profile Page (Member Compass) without ever leaving the site.

Single Sign-On Access

Members are automatically authenticated via Novi, and their information is securely imported with no additional credentials required.

Live QuickBooks Data

Donation payment records are fetched directly from QuickBooks in real time, ensuring every report reflects accurate, up-to-date financial information.

Year-Based Filtering

Members select any specific year from a dropdown, letting them generate reports for current or past donation periods on demand.

Custom PDF Report Generation

Each report is auto-generated as a professionally formatted PDF using TAAHP’s custom template and available for immediate download.

Personal & Company Donation Views

Members can pull reports for their own individual donations or for all donations made across their entire company.

The Impact

Results for TAAHP

TAAHP went from a time-consuming, manual reporting process to a fully self-service solution that members can use anytime without leaving Novi. By embedding the reporting tool directly inside Novi AMS, TAAHP eliminated the friction and cost of their previous off-the-shelf solution. Members now have instant, self-service access to accurate, branded donation reports powered by live QuickBooks data without ever contacting staff. TAAHP gets back time, reduces costs, and gives members a better experience all at once.

Technology

  • .NET
  • C#
  • Blazor
  • Azure
  • SQL Database