I agree fully with your report findings and I have reported the exact same concern to Wild Apricot via an on-line ticket. They responded by recommending that I add my comment to this conversation.
Our findings:
"As we come to the end of the year, one of the difficulties we are running into is properly identifying total donations per person. I see that we can run a report in invoices which gives us the membership transactions. Then, we can look under donations for seperate individual donations. Is there a way to run a report showing all income received from both membership and donations which includes the donor information?"
Last Discussion:
"I understand how to make these two seperate reports, but they are not useful in that manner for our needs. What we would LIKE to see is a report that incorporates ALL contacts to include the membership and additonal donations they individually made over a select period of time."
Desired product
Contact, Membership Level, Financial Transactions, Donations, Ability to generate report baed upon date range.
Final product should list every contact in our database with thier current membership level, financial transactions for memberships and events PLUS all donations received between the selected data range.
DHNAA
Edie,
I agree fully with your report findings and I have reported the exact same concern to Wild Apricot via an on-line ticket. They responded by recommending that I add my comment to this conversation.
Our findings:
"As we come to the end of the year, one of the difficulties we are running into is properly identifying total donations per person. I see that we can run a report in invoices which gives us the membership transactions. Then, we can look under donations for seperate individual donations. Is there a way to run a report showing all income received from both membership and donations which includes the donor information?"
Last Discussion:
"I understand how to make these two seperate reports, but they are not useful in that manner for our needs. What we would LIKE to see is a report that incorporates ALL contacts to include the membership and additonal donations they individually made over a select period of time."
Desired product
Contact, Membership Level, Financial Transactions, Donations, Ability to generate report baed upon date range.
Final product should list every contact in our database with thier current membership level, financial transactions for memberships and events PLUS all donations received between the selected data range.
Chris