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Filter income report by member/contact record attributes

One of our clients has a setup where each member is coded with a branch (a custom field).

What they are looking to do is to report on the total of subscriptions (membership income) and donations that can be attributed to a particular branch. (Branches have their annual targets and this report would help tracking the progress toward target).

A possible solution to this is to add the ability to filter the transactions included into the income report by contact/member record attributes.

(See http://help.wildapricot.com/display/DOC/Financial+reports#Financialreports-Incomereport )

I would appreciate comments and votes from other clients so we can evaluate and prioritize this for future versions.

3 votes
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    Dmitry Buterin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    2 comments

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      • Administrator One commented  ·   ·  Flag as inappropriate

        Our council are in 22 different countries and need to have our membership broken down by category and country. At the moment there is only a manual process to do this by downloading the whole information into Excel. Could this be changed.

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