Wishlist
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Produce screen display data as a single, coherent table that can be exported or copied.
First, many people have asked for various ways to export various reports, but there are so many wishes that none of them has a lot of votes. Yet, overall, reporting is -- or should be -- a capability that any thoughtful organization should require.
Let me also preface that exporting raw data to a spreadsheet file is NOT a solution to the needs of many of us. 1) We came to WA to AVOID messing with spreadsheets. 2) Some of our (otherwise very competent) members (volunteers all) abhor spreadsheets. They don't use them at work, have no need to learn them, and often the report is a one-off situation so building spreadsheet calculations, etc. is absurd. Great for analyzing your stock portfolio over time. Not for quickly presenting a look at the past three years' events data.
This need applies in particular to the displayed list of events and displayed Advanced Searches. I've checked with Support and can confirm that none of these work well, and WA has no alternative approach.
For example, I'll use my current situation. We run special trips frequently through the year. Some of them are not well attended. I want to show the list of trips, the date and title of each, attendance at each, competing events if any (which I will add), and as long as WA displays the attendance breakdown in terms of member, non-member, early payment, etc, it would be nice to keep that.
Here's what I've tried.
A "screen grab" (i.e, drag the cursor across the display, copy, and paste into Word). The problem is that although I can paste it as a table, the table has extra columns, merged columns (the title spans several columns) and within the registration cells there nested tables. This makes it impossible to delete the unneeded columns and to format the text and paragraphing and so forth. In the case of an Advanced Search, it's even worse, because usually the search results consist of several tables.
Exporting to Excel. This is senseless. I get a file where every registrant for every even for five years is given a line, but the report I see on WA can't be replicated. Unless maybe I spend a week programming Excel to do it.
Printing to PDF, then copying from that. So far, this has been a dead end. Apparently the resulting PDF is image-based, so I can't copy data from it. I will try other PDF printers and readers, but am not optimistic. Usually copying from a PDF gives jumbled results, sometimes even one word per line or contents out of order.
Convert the PDF to a Word file. I've used Nuance products to do this. The result looks like your page, but is even more jumbled and segmented.
The only solution is to create my own table and then laboriously copy and paste the data from the screen or one of the above documents into my table. This is complicated by the Registration Types cells being tables themselves. To format them properly, I then need to convert each of them, individually, to text.
Please either program your pages so that data reports may be copied and easily massaged when pasted into a Word, email or text file. Or export the displayed data in a form that can be imported into a spreadsheet (and from there to Word or email, if that's possible), or a CSV or tab-delimited file that can be pasted into Word or Outlook and converted "Text to Table" without getting messed up.
Oh, and if the 31-Oct-2018 date format can't be sorted by Office programs, then please revise that, too. I'm hoping it can.
First, many people have asked for various ways to export various reports, but there are so many wishes that none of them has a lot of votes. Yet, overall, reporting is -- or should be -- a capability that any thoughtful organization should require.
Let me also preface that exporting raw data to a spreadsheet file is NOT a solution to the needs of many of us. 1) We came to WA to AVOID messing with spreadsheets. 2) Some of our (otherwise very competent) members (volunteers all) abhor spreadsheets. They don't use them at work, have no need to learn…
1 vote -
Not waiting for things to work
Logging on in the morning and not having to spend my first 30 minutes of the work day waiting for the website to work to do just a few simple things.
1 vote -
Another display of Week calendar view
I’m looking for a compact horizontal bar to display what’s happening this week. The current display is not compact.
4 votes -
Indicate use of custom member renewal reminder email
An indicator of the existence of a custom member renewal reminder email in the Membership Level Details > Renewal policy tab > Renewal reminders and actions section. See mockup.
This would help when updating emails.
2 votes -
Email capability for read-only admins
Allow limited admins send email. One of my many complaints: "It’s too much working signing in and out between membership admin and workshops admin just to do simple tasks like sending an email."
5 votes -
I wish that database fields could be made "required" but only for certain membership types.
For example, we have a field named "Company Name" and I would like to make that a "required" field for members applying for one of our 'company' membership levels. However, we don't want it to also be "required" on our "student" or "individual" membership levels.
2 votes -
Save within project
I wish I could hit save without being taken out of the project I'm working on.
1 vote -
support request -do not require redundant info
i'm new to WA.
AWESOME product. however my MAJOR irritant so far is that wen i submit a support request (i'm logged in to WA when i do this) why do i need to provide my email and acct info. Recall i'm logged in,3 votes -
paypal issue
paypal express does not update all transactions... we get this message that does not make sense
Problem encountered when trying to process a payment on behalf of "D B I" https://db.org/. (I changed both to just Initials for privacy)
Please re-check your payment settings.
10412 Duplicate invoice. Payment has already been made for this InvoiceID., 11452 Merchant not enabled for reference transactions. Merchant not enabled for reference transactionsWhat do we do?
How do we know where to find the invoice?1 vote -
Show Submit registration instead Invoice me
on event registration why does it not say submit registration?
it says request invoice... people do not understand that.2 votes -
Autogenerate and email Income Reports
It would be great to have autogenerated reports that are emailed to admin users adn that we can set on a recurring basis. Please, please do this!! Our volunteers won't remember to go in every month to run the report. thanks!
6 votes -
searching notes for merged contact email address
Once I find duplicates and Merge them together. It's great that it adds a note that the duplicate was merged however It would be nice if it recognized that email in the notes if I do a search for them.
Because when I search (ALL) the archived don't even show up.1 vote -
View all members in the member directory without paging
Would like to see view all feature in viewing member directory instead of just 1-50, 51....
4 votes -
Allow groups to be individually selected for admin or open
Would like to see individual groups as admin only or individual can change. Currently can only select for admin on all groups or none.
3 votes -
Native WA credit card for other countries
I would love to see WA credit card processing facilities in other countries too. When it was advertised as a new feature there was no indication that we who are not living in North America would be excluded.
1 vote -
Wild Apricot Payments in Europe
Our organisation is based in Switzerland. When will you make Wild Apricot Payments available outside the US and Canada? Thanks. Eric
6 votes -
Mobile app: creating and editing email blasts
All the updates that you all have been adding are great. I love the app as an admin on our account. It really helps on the fly. The only this that it's missing to the capability to compose and email or edit a draft using the mobile app. This would help when events need to be cancelled last minute or announcements need to made quickly to members. Please consider adding the email drafting and edit feature to future updates to the app. :)
4 votesDmitry Smirnov responded
If you need to send email to attendees, that is completely possible. Just open related event and in the top right corner press button with dots. Then in popup menu pick “Email registrants”.
At the same time creating general purpose emails from scratch is not supported yet.
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auditlogitems API call needs more information
Hello everyone
The AuditLogItems API currently returns a message for all
transaction which includes the invoice # (Document ID) for invoices. There is no easy way to traverse to other parts of the transaction like the InvoiceID, PaymentID, RegistrationTypeID as part of the transaction. It would be really nice to include the relevant, related IDs as part of the AuditLog when appropriate.
Thanks.4 votesDmitry Smirnov responded
When you request a list of audit log items, each record contains short version of document. If you request a record details by it’s ID, you will get much more details, including related Invoice ID.
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Page visible to public, but not visible to members
We have a "Join today" page. I'd like to only make that page visible to people who are not members. Once you've logged in, there's no need to show the "Join Now" page.
In other words, I'd like to have "not" logic to the restrictions for the pages.
19 votes -
Add Rate scale question to survey
Add increased functionality to allow questions on a 1 - 10 rating scale so that NPS type surveys can be done. Example -- on 1 - 10 scale, please rate our June program on abcdef.
14 votes
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