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  1. Change Payments report Export file to include what the payment is for

    Make a quick fix to this Excel download report:
    The displayed report at Finances - Payments & refunds - displays what the payment is for but the export file does not contain the field containing what the payment is for. It only shows the word "Payment" which is unneeded. PLEASE CORRECT THIS ASAP!

    See attached:

    42 votes

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    2 comments  ·  Reporting  ·  Admin →
  2. reports that access financial information and information from the application simultaneously

    I am told by WA that it is currently not possible to run a report that includes both financial information and information that is in the application. We need this capability.

    When our members join the state organization they also join a district (for the geographic area in the state where they live). The dues get divided between the state organization and the districts. Currently, to figure out how much of the dues goes to the state and how much goes to the district accounts we need to export the contact information from WA to an excel sheet and export…

    9 votes

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    1 comment  ·  Reporting  ·  Admin →
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