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  1. Provide standard participation reports, and reports on other useful data

    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…

    5 votes

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  2. Interface with Zelle and other such payment systems, so they are reflected in our Income reports.

    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,…

    4 votes

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  3. Report summary data ie counts

    The Summary view of member levels and status is great. How can we export that? I just want the counts and not the member details. It seems to be impossible to create a search that returns counts, everything is details. It would be good to know how many members changed levels. I don't really care who they are.

    1 vote

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  4. Reports by Tags

    It would be so very helpful to run reports using tags. i.e. tag: 2 hour workshop (assign to event), run report on 2 hour workshops. I could then export into excel and import into my financial system.

    4 votes

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  5. New Event Report - Print Name Tags

    It would be great if there was a report option in the events section that would allow me to print name tags for everyone who is registered for an event.

    25 votes

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  6. Autogenerate and email Income Reports

    It would be great to have autogenerated reports that are emailed to admin users adn that we can set on a recurring basis. Please, please do this!! Our volunteers won't remember to go in every month to run the report. thanks!

    4 votes

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  7. adjust font size on attendance lists

    How can we adjust the font size on printed attendance lists? The names are simply too small for many folk to see - both volunteers and attendees themselves.
    Thank you,

    2 votes

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  8. 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…

    54 votes

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  9. 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.

    7 votes

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  10. 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.

    13 votes

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  11. 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.

    28 votes

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    Frank responded

    Tell us more.

  12. 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.

    19 votes

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  13. 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.

    42 votes

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  14. be able to include the "date last paid" field within the membership reports.

    for our financial audit, our auditors would like to see the "Date last paid" for each active member so they can test membership paid per fiscal year against money received per fiscal year.

    4 votes

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  15. 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!

    11 votes

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  16. Allow event reports by company name vs. contact name

    Option to sort all reports by company vs. contact name.

    7 votes

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  17. 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.

    7 votes

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  18. 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…

    7 votes

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  19. 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…

    13 votes

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  20. 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.

    22 votes

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