Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
46 results found
-
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 -
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 -
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 -
Website statistics
It would be great if I could gather statistics on what our members do on the website! How many visitors per month, what pages they visit, how long they spend, where they abandon the site, etc.
85 votes -
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 -
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!
6 votes -
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 -
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 -
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 -
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.
4 votes -
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…
55 votes -
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 -
A quick way to tally event registrants from previous years
Would be great if the system would offer a quick way to tally event registrants from previous year. As it s now the only way is: The most accurate way to find this number would be to go to Events > Event list, export your registrants to an Excel spreadsheet by clicking the green Export registrants button, and then perform further filtering within Excel. For example, you could narrow down your list to only show registrants who signed up for events with a "Start date" in 2016. Since each row would be a registrant, it would be easy to quickly…
4 votes -
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.
16 votes -
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 -
Sort PDF reports
ability to sort PDF reports (ie by user name, not by attendee & guest)
3 votes -
Allow event reports by company name vs. contact name
Option to sort all reports by company vs. contact name.
7 votes -
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 -
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 -
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.
23 votes
- Don't see your idea?
