Wishlist
Quick filter: Done! • Soon – Beta testing • Started doing something • All of them
49 results found
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Save membership report table as pdf (or allow better pasting)
I'd like to share the membership summary report on Slack and copying and pasting it isn't very readable.
It would be great to be able to download it (like the charts and some other reports). It would also be great to have the copy and paste be in a format that will do a better job with the columns when pasting into Slack.
3 votes -
Better membership reporting for bundles
I would like to see clearer Membership reporting. When I go to Members > Summary, the numbers reported are for individual members. (Bundles are reported nicely but only for Total, not for Active or other categories.) When I go to Members > Reports, the numbers are reported by bundles but use the same name as the numbers of the previous page, which are reported by individuals. This is very confusing. I would love it if you would report Bundles next to the individual members as you do on the Members > Summary page. I've included two screenshots of the different…
2 votes -
Event Registration Fields report should have totals and not require multiplication
In the current setup of the Event Registration fields report, it is made unnecessarily complex by breaking out groups of people who bought various quantities. For example we had a lunch option that uses the "extra charge" calculation field, to allow them to purchase 1 or more lunches and the cost would total appropriately. In the report, it breaks out 3 people bought 1 lunch vs. 4 people bought 2 lunches, etc. So instead of knowing the total of lunches I need to provide, I have to multiply and add everything up. I don't care if people bought two lunches…
3 votes -
Track multiple login attempts and failed login
It would be great if there was a way to find profiles with multiple login attempts and failed login
9 votes -
Remove the deleted membership level from the member reports
Remove the deleted membership level from the member reports
3 votes -
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 -
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.
4 votes -
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 -
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.
25 votes -
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 -
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.
13 votes -
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.
7 votes -
Counters need correcting
The "Most Active Members" and "Longest time since updated " counters are grossly inaccurate.
3 votes -
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…
4 votes -
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)…11 votes -
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…
3 votes -
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 -
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.
5 votes -
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 -
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.3 votes
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