roger111

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  1. 16 votes
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    16 comments  ·  Wishlist » Reporting  ·  Flag idea as inappropriate…  ·  Admin →
    roger111 commented  · 

    proper dashboard with full summary information on organization with history, graphing and warnings.

    roger111 supported this idea  · 
    roger111 commented  · 

    proper dashboard with full summary information on organization with history, graphing and warnings.

  2. 237 votes
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    Work in progress  ·  96 comments  ·  Wishlist » Members  ·  Flag idea as inappropriate…  ·  Admin →
    roger111 supported this idea  · 
    roger111 commented  · 

    Hi

    This is a follow up on the membership reporting. Any organization that wants to control its membership will probably be looking for statistics on:

    Member numbers by level at a date.

    Subsequent Additions and losses to those numbers during selected periods by month for a year for instance.

    Member numbers at the end of the period so all these figures can reconcile.

    At present there does not seem any method of extracting this due to the lack of basic information in the database. If it were I suppose we could dump the database into excel and massage it as a short term solution but we cannot deal with a lack of fundamental information.

    The dashboard also is lacking as it does not show a coherent view of how the information should be displayed. Additions are treated differently from lapses. Despite the fact that most organizations will work in calendar months the additions are on a 30 day calendar - I suppose this speaks more to the ease of setting up a simple 30 day rule.

    In a perfect world the database would capture the required information. There would be a reporting system in the dashboard that would be meaningful and allow the management to understand if the trends of membership were good or bad related to periods and that this with the ability to see the details and print them out would be complemented with a graph of the results. If not the ability to push this out to excel for graphical manipulation.

    Regards

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