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.
I would appreciate comments and votes from other clients so we can evaluate and prioritize this for future versions.
Administrator One commented
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.
Yes, I vote for this!