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Carol Gordon

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  1. 4 votes

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    5 comments  ·  Wishlist » Dashboard  ·  Admin →
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    Carol Gordon commented  · 

    Agree - one of our key requirements is tracking Renewals. We have created a new version of the Summary report that includes additional columns for Renewals Completed, and Net Membership Changes (New-Lapsed). We need help flagging Renewals, since our calculation is now based on Renewal Due Date > Comparison Date (we specify date), as well as manual review/counts. We also would like to have the Summary dates be a variable, so that the "in last 7 or 30 days" can be whatever days/dates we specify, as with much of the other WA reporting/query options. (Pending data is not useful for us.)

    Carol Gordon supported this idea  · 
  2. 90 votes

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    Carol Gordon supported this idea  · 
  3. 47 votes

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    4 comments  ·  Wishlist » Events  ·  Admin →
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    Carol Gordon supported this idea  · 

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