On the Membership Trends Report under "Active Members," you do NOT show Active Members, you show "Active Bundles for levels with Bundles." Bundles include more than one Member so the count of Active Members is incorrect because it's a combination of Members and Bundles if you have levels with Bundles, which we do..

However, the Members Summary List shows both Members and Bundles, which is more informative and shows the correct number of Members.

Suggestion:
Change the Membership Trends Report to correctly show only "Active Members" (not Bundles) like the heading indicates. Or show both Members and Bundles like the Members Summary List.

We're looking for a way to run a report on folks who have changed their membership level (from Assoc to Pro in our case) for a selected timeframe. This would provide us the ability to see how our membership is trending - whether they're making gains in the industry such that they could be considered 'Professional'.

From a back-end perspective, I think it'd be a matter of:

• adding two database columns (MEMBERSHIP-PREVIOUS-LEVEL and MEMBERSHIP-PREVIOUS-CHANGE-DATE)


• Figuring how to populate those columns on initial member creation (blank or default to initial level and join date)


• Updating code so that when a member's level is changed; their current member level is pushed to the aforementioned previous level column, and the date field is updated with the date of the change


• Writing a query that searches the two new columns for the prescribed date range.

Please please please - change the membership summary. To include the lapsed memberships in the total is very misleading. And, to include memberships that have lapsed more than 12 months ago is also not helpful. And, to include those same lapsed memberships in "renewal overdue" is double counting and extremely misleading.

I want to know:
1) how many active members
2) how many pending renewal (whose membership is now past due. i.e. if the renewal notice has gone out but their membership is not yet up, they should not be considered in this bucket - they are still active)
3) how many where renewal is overdue - 0 -30 days; how many where renewal is overdue 30-60 days
4) number lapsed within last 3 months; 6 months; 12 months
5) number new in past 30 days; 60 days; 12 months

I need to be able to generate a report which gives me the TOTAL amount received from a SINGLE member, including donations and receipts from invoices. The only reports I can find only sort by category. The reason is that we are a 501c3 and all contributions are considered to be donations, even those which are payments for membership fees. It would be great if I could see how much every member has paid on the member page, but that page only shows total DONATIONS. On a related subject, it there a way to generate a statement which could be sent to members yearly showing the total received? This is required for tax purposes so that they can deduct the amount contributed. I would imagine this would be a very common need for your users.

I need to be able to generate a report which gives me the TOTAL amount received from a SINGLE member, including donations and receipts from invoices. The only reports I can find only sort by category. The reason is that we are a 501c3 and all contributions are considered to be donations, even those which are payments for membership fees. It would be great if I could see how much every member has paid on the member page, but that page only shows total DONATIONS. On a related subject, it there a way to generate a statement which could be sent to members yearly showing the total received? This is required for tax purposes so that they can deduct the amount contributed. I would imagine this would be a very common need for your users.

Our Agency needs to be able to run a report/ attendance list for each of our events. The report/ list needs the first and last name of the participant, what lunch option they have chosen, and a space for a signature. The report title will need the name and date of the event. Right now we export and then have to make many adjustments to the report before it is ready. Also it pulls all registrants event canceled ones and we have to make sure a filter it changed or we over buy lunches. If we could make a custom report that can be used for all events each time like the already attendance report but with the info we need that would make things a lot easier. To much work in exporting and importing into excel.

WA provides a nice financial report. It's not all that accurate, since it doesn't account for cash and other non-card payments, nor for events that do not require payments. It's a start, at least for recognizing a trend.

But no such reporting for membership and non-member activity? WA specializes in member organizations!

I've tried using Contacts and Members advanced reporting, but the fields, operators, date ranges, and such just aren't there, or aren't flexible enough to report such important data as:

How many members attended events last year vs. this year?
What was the average number of events attended by Members last year. Ditto for non-Members.
How many non-members attended more than one event last year, and who were they? Ditto for members.
How many registrants did each of many specific events have over the past five years
I'm no longer in charge of analyzing our data, so I've left out a lot of questions I would have if I also had more time or personal need. I'm just noting the total absence of the WA system to address this issue at all. Apparently the only workable approach is to maintain a complex spreadsheet over a period of years, which for many of us is not workable at all.

I have no idea how WA would do this (nor why WA would want to, now that you offer your own card processing system), but it would be helpful, at least as the WA financial reporting system goes. This year, our organization began encouraging Registrants to pay via Zelle, which charges neither party a processing fee. The difference is thousands of dollars in our bank account (paying for our WA account ;-) . Those payments are received instantly and go directly into our account, so they are relatively easy to enter into our books. Yes, we must keep separate books, since we accept checks and cash for many events, or at them. But it would at least help us track trends in our cash levels and flow periodically.