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  1. Remove the deleted membership level from the member reports

    Remove the deleted membership level from the member reports

    2 votes

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  2. Membership Reporting

    Adding Membership Report functionality is a great upgrade to the software. Please keep in mind this first version is rather useless for an organization like ours with annual membership plans. The way the revenue is calculated doesn't provide any good information. I would suggest keeping the membership revenue report separate from the member numbers. Create monthly membership revenue reporting based on payments.

    1 vote

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  3. Membership Report Table

    The table currently provided for the Membership Report does not include the counts for each time period (day, week, month) for the full report. For example the table for the past 3 months with time period month, only provides the beginning and end count, not all three monthly counts. This information is in the charts, but not in the table.

    2 votes

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  4. Fix membership trends report for bundles

    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…

    2 votes

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  5. Better Google Analytic tagging

    Currently the email system does not tag any link with Google Analytics UTM tags (https://www.campaignmonitor.com/blog/email-marketing/2019/04/utm-codes-in-email/). It would be nice for the email links in all manual emails (at least) to be automatically tagged with UTM tags so that Google Analytics would pick up email marketing campaigns.

    22 votes

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  6. membership

    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…
    2 votes

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  7. Show member list for a specific year

    Surprisingly WA has no way to list who was a member in a particular year/time period. You can see member payments, but that ignores bundle members. So it is impossible to answer the question "how many members did we have last year versus this year". Would like a way to do this.

    9 votes

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  8. Automated Reports (saved searches)

    Automated reports. I'd like to be able to have WA automatically run the same report (or saved search) on the first day of the month. Relying upon a single person (or multiple people) isn't working because the 1st of the month isn't always a work day. We use reports to compare all kinds of things and this would be VERY helpful.

    5 votes

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  9. Counters need correcting

    The "Most Active Members" and "Longest time since updated " counters are grossly inaccurate.

    3 votes

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  10. Report of all income

    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…

    3 votes

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  11. Revise Membership Summary Stats

    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)…

    10 votes

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  12. Report of donations and invoice receipts

    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…

    2 votes

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  13. 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.

    2 votes

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  14. 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.

    4 votes

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  15. 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.

    10 votes

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  16. 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.

    2 votes

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  17. 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.

    6 votes

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  18. 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…

    5 votes

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  19. 11 votes

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  20. 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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