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  1. Change Payments report Export file to include what the payment is for

    Make a quick fix to this Excel download report:
    The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!

    See attached:

    42 votes
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      2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    • track behaviour of members on our website - e.g. what pages are most viewed by various member roles

      We would love to be able to track behaviours of different members on our website. For instance, it would be great to see which pages are most viewed by Accountants (we are a non-profit for professionals) or if our blog post on getting a head as a nurse is actually being read by nurses.

      28 votes
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        Collecting comments  ·  4 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
      • At the events page, provide the ability to create a report of registrants and alphabetize by last name.

        Provide the ability to create a report for an event that is alphabetized by last name of registrant, without having to export the report as a csv file and then convert to Excel.

        21 votes
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          2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
        • custom reporting

          Would really like you to include a report writer that enables users to design their own custom reports and save them to a library. Maybe you could give them to option of saving the report layout as "open to the public" so other organizations could see what has been done, or "restricted" so that only users/administrators within that organization could see/use.

          For example, I would like to be able to run an event registration report that also includes information on each registered member's membership renewal status. The venue where we have events doesn't give us access to the internet, so…

          15 votes
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            0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
          • Reports to include info from custom fields

            When I run a report in Events I want to be able to see more detail. For instance I want to see who picked which category upon registration and at the same time see how much they still owe. The attendance list should also show the custom fields I created. That way I could see what extras someone has picked, like meals, or bike rentals all on one report.

            11 votes
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              Collecting comments  ·  1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
            • reports that access financial information and information from the application simultaneously

              I am told by WA that it is currently not possible to run a report that includes both financial information and information that is in the application. We need this capability.

              When our members join the state organization they also join a district (for the geographic area in the state where they live). The dues get divided between the state organization and the districts. Currently, to figure out how much of the dues goes to the state and how much goes to the district accounts we need to export the contact information from WA to an excel sheet and export…

              8 votes
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                1 comment  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
              • Dashboard Customization

                As a Wild apricot user, wouldn't you love to customize the dashboard to your own liking? Batchbook from batchblue.com does this very elegently. The user can select from a number of widgets to enable/disable. You can even rearrange widgets by dragging and dropping.

                I strongly suggest looking into Batchbook dashbook design for Wild apricot.

                8 votes
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                  Collecting comments  ·  10 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                • Activity Feed on Dashboard

                  Currently
                  There is no way for administrators to get a big picture of their member and administrators site activity. This causes situations where unwanted or mysterious changes (deleted pages, members,etc) happen that they are unable to track the action, sometimes not until it is too lare.

                  Desired
                  Provide a way for both clients and support to quickly review a textual history of site changes by administrators and members. And possibly a 'gadget' to broadcast member and or site activity out to members/public.

                  This could be accomplished by creating an activity feed on the dashboard. Similar to the news feed in…

                  8 votes
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                    Collecting comments  ·  3 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                  • Admin Privileges Report

                    I know that when editing a single page, that the version history shows who edited the page. However, it will only show who has actually edited the page, not the list of all those who have access to do so. It would be helpful to have an admin report that shows who has access to each page. Otherwise, you have to remember to keep a separate list somewhere of who has been given editing privileges. Adding new people is easy, but remembering to remove the ones that need to be removed is much harder :)

                    I can easily see how…

                    5 votes
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                      Collecting comments  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                    • Enable reporting on recent event attendance

                      We'd like to produce a list of members who have not attended an event within the last 6 months, so that we can reach out to them. This is important for member retention and engagement. Thank you for your help!

                      4 votes
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                        Collecting comments  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                      • 4 votes
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                          Collecting comments  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                        • More flexible report formatting and search options

                          Each month I want to know who's overdue for the previous two months, who is due this month and who will be due next month. I can get it - but it takes more effort than it should, I think.

                          4 votes
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                            Collecting comments  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                          • Clean your contacts database

                            This could be via reporting or via a new contacts clean up function. We created our contacts list by merging various other lists and we are aware that there are people on that list who have never opened an email.

                            It would be great to have a way to search for contacts who have not opened an email in a set time frame, such as a year, and then archive all of them in one hit. We struggle to keep our contacts list within the 500 limit so this would be a great feature of us.

                            4 votes
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                              0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                            • date query

                              In the query function add the date option “Today” and “Yesterday” similar to This month and Last month. Alternatively add functionality to select T (today) or -1 (yesterday), -2 (2 days ago), etc. These options would allow for a Saved search that did not require selecting a date each time the report is run.

                              3 votes
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                                0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                              • Need ability to sort events by date in financial reports

                                Right now, the events are listed in random order in financial reports. We need to add more info that's not included in the report, which is difficult when there is no order to the list. Even adding the event date as a column in the report would help so that we could sort the list ourselves.

                                3 votes
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                                  Collecting comments  ·  2 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                • search membership fees from a certain province

                                  I would like to be able to find out how much membership fees are coming from a certain province.

                                  3 votes
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                                    0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Reports totals should subtract cancellations / refunds

                                    Allow comp codes or check box for admin use in registration without having to set up a new registration type. i.e. speaker, sponsor registration

                                    2 votes
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                                      0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Sort PDF reports

                                      ability to sort PDF reports (ie by user name, not by attendee & guest)

                                      2 votes
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                                        Collecting comments  ·  0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                      • changed pages report

                                        A report to generate which pages have changed in a given time period. We have several admins, and the board wants a report of all website changes every month. It's nice to have the 'page change history' on each page for details & rollback. There's no easy way to list all the pages that have changed in the last month, or selectable time frame. This would be very beneficial for us

                                        2 votes
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                                          0 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Searching by and reporting on invoiced/paid by area by person

                                          I would like to be able to search by the amount a person has paid money to the organization, across the board: membership, event, donation, etc. Right now I can do it only by choosing membership and/or donation, but don't see how I can capture event payment info in the search criteria.

                                          -AY

                                          2 votes
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                                            Collecting comments  ·  6 comments  ·  Reporting  ·  Flag idea as inappropriate…  ·  Admin →
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