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  1. add note field (transaction description) to exported reports

    Good morning,
    My organization just signed up for Afffinipay. The description of what a transaction is for appears in the note field, for example membership renewal. The problem is that the note field is not part of the exported report which I use create my organization's monthly treasurer report. I really need the transaction description (note field) to part of the exported report in Affinipay. Thank you for considering adding it.

    1 vote
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  2. Report that displays the sum of recurring membership - quantity and dollar value.

    I need an easy report to view the sum of my recurring membership payments. Is there a way to set up this function. I know how to search the member list by recurring payments, then I export the list, add the dollar value for each member level and then sum those cells for a total, but need to create an 'easy' button for this.

    3 votes
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  3. Membership Summary by Date

    It would be ideal to have the ability to pull the membership summary data by a specific date (breakdown by membership type that shows the number of active, pending and lapsed members). Right now the membership summary only shows the live data as you are viewing the page.

    4 votes
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  4. Registration and Additional fees

    I would like to be able to run a list of event attendees who have paid for registration and/or additional fees during registration. Not just that they have paid a certain amount.

    I would like to know what they chose during registration that amounted to that cost.

    1 vote
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  5. Overall registration count report over the years

    Ability to pull a report for all the registered events with the total count over the years. Currently it has the ability to export people who have registered for a particular count but does not report in how many they have registered specifically.

    2 votes
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  6. Custom Standard Report/Attendance List

    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…

    3 votes
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  7. 5 votes
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  8. 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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  9. 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…

    2 votes
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  10. 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,…

    1 vote
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  11. 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.

    59 votes
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  12. 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.

    3 votes
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  13. 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!

    2 votes
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  14. 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,

    1 vote
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  15. 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.

    22 votes
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  16. 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.

    5 votes
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  17. 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
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  18. 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…

    44 votes
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  19. 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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  20. 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
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